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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 | $27,883 | $67,352-58.6% | $60,899-54.2% | $134,509-79.3% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.1%-4.4pp | 81.2%-12.5pp |
| Annual return | -20.46% | 49.99%-70.4pp | 16.92%-37.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,438 | $3,098-53.6% | $2,702-46.8% | $4,741-69.7% |
| Participant deferral / active EE | $7,524 | $4,539+65.8% | $3,817+97.1% | $6,400+17.6% |
| Admin fee / account holder | $4,550 | $4,585-0.8% | $3,225+41.1% | $11,427-60.2% |