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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,255 | $75,962-68.1% | $154,108-84.3% | $64,173-62.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -9.11% | 30.32%-39.4pp | 735.21%-744.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,585 | $3,350-52.7% | $5,298-70.1% | $2,381-33.4% |
| Participant deferral / active EE | $3,345 | $3,175+5.4% | $5,081-34.2% | $3,470-3.6% |
| Admin fee / account holder | $3,177 | $5,589-43.2% | $13,411-76.3% | $4,887-35.0% |