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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 | $32,772 | $95,975-65.9% | $74,552-56.0% | $135,382-75.8% |
| Participation rate | 68.2% | 75.7%-7.5pp | 69.1%-1.0pp | 82.6%-14.5pp |
| Annual return | -10.12% | 56.96%-67.1pp | 32.53%-42.7pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,394 | $2,716-48.7% | $1,961-28.9% | $4,779-70.8% |
| Participant deferral / active EE | $2,740 | $3,844-28.7% | $3,108-11.8% | $5,609-51.1% |
| Admin fee / account holder | $905 | $6,522-86.1% | $5,060-82.1% | $10,829-91.6% |