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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 | $30,044 | $142,409-78.9% | $119,634-74.9% | $134,545-77.7% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -20.82% | -12.46%-8.4pp | -14.98%-5.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,935 | $5,224-63.0% | $4,232-54.3% | $4,742-59.2% |
| Participant deferral / active EE | $3,725 | $6,468-42.4% | $5,601-33.5% | $6,401-41.8% |
| Admin fee / account holder | $395 | $13,594-97.1% | $10,329-96.2% | $11,431-96.5% |