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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 | $30,635 | $133,998-77.1% | $112,263-72.7% | $134,545-77.2% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -27.90% | 47.17%-75.1pp | 27.49%-55.4pp | 418.37%-446.3pp |
| Employer contribution / active EE | $1,691 | $4,040-58.2% | $3,636-53.5% | $4,742-64.3% |
| Participant deferral / active EE | $2,070 | $5,292-60.9% | $4,729-56.2% | $6,401-67.7% |
| Admin fee / account holder | $2,440 | $7,493-67.4% | $6,410-61.9% | $11,431-78.7% |