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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 | $23,303 | $133,981-82.6% | $112,249-79.2% | $134,532-82.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.81% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,175 | $4,040-70.9% | $3,636-67.7% | $4,741-75.2% |
| Participant deferral / active EE | $2,924 | $5,292-44.7% | $4,729-38.2% | $6,401-54.3% |
| Admin fee / account holder | $329 | $7,492-95.6% | $6,412-94.9% | $11,429-97.1% |