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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 | $24,074 | $95,975-74.9% | $74,549-67.7% | $135,379-82.2% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -13.58% | 56.96%-70.5pp | 32.53%-46.1pp | 519.79%-533.4pp |
| Employer contribution / active EE | $1,762 | $2,716-35.1% | $1,961-10.1% | $4,779-63.1% |
| Participant deferral / active EE | $4,269 | $3,844+11.1% | $3,108+37.4% | $5,609-23.9% |
| Admin fee / account holder | $815 | $6,522-87.5% | $5,059-83.9% | $10,828-92.5% |