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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 | $26,477 | $45,865-42.3% | $40,757-35.0% | $125,389-78.9% |
| Participation rate | 57.9% | 84.2%-26.3pp | 79.3%-21.4pp | 83.2%-25.3pp |
| Annual return | -11.08% | -1.32%-9.8pp | -0.50%-10.6pp | 282.24%-293.3pp |
| Employer contribution / active EE | $4,094 | $3,697+10.8% | $3,004+36.3% | $4,866-15.9% |
| Participant deferral / active EE | $4,117 | $4,199-2.0% | $3,485+18.1% | $5,352-23.1% |
| Admin fee / account holder | $1,439 | $5,763-75.0% | $4,272-66.3% | $9,541-84.9% |