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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 | $30,548 | $129,959-76.5% | $104,301-70.7% | $134,532-77.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -22.27% | 42.04%-64.3pp | 24.61%-46.9pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,844 | $4,185-55.9% | $3,373-45.3% | $4,741-61.1% |
| Participant deferral / active EE | $4,768 | $5,589-14.7% | $4,626+3.1% | $6,401-25.5% |
| Admin fee / account holder | $3,182 | $9,325-65.9% | $7,340-56.6% | $11,429-72.2% |