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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 | $29,330 | $92,219-68.2% | $76,768-61.8% | $135,379-78.3% |
| Participation rate | 31.3% | 79.8%-48.5pp | 77.0%-45.7pp | 82.6%-51.4pp |
| Annual return | -12.21% | 5.46%-17.7pp | 2.43%-14.6pp | 519.79%-532.0pp |
| Employer contribution / active EE | $2,041 | $3,216-36.5% | $2,485-17.9% | $4,779-57.3% |
| Participant deferral / active EE | $5,110 | $4,508+13.3% | $3,852+32.7% | $5,609-8.9% |
| Admin fee / account holder | $15,085 | $10,749+40.3% | $6,675+126.0% | $10,828+39.3% |