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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 | $26,509 | $138,075-80.8% | $123,552-78.5% | $135,379-80.4% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -10.70% | 153.70%-164.4pp | 119.20%-129.9pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,325 | $5,152-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $2,761 | $6,800-59.4% | $6,426-57.0% | $5,609-50.8% |
| Admin fee / account holder | $2,017 | $10,917-81.5% | $9,285-78.3% | $10,828-81.4% |