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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 | $30,315 | $129,960-76.7% | $104,299-70.9% | $134,545-77.5% |
| Participation rate | 41.7% | 79.5%-37.9pp | 73.3%-31.6pp | 81.2%-39.6pp |
| Annual return | -21.59% | 42.06%-63.6pp | 24.62%-46.2pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,034 | $4,186-75.3% | $3,373-69.3% | $4,742-78.2% |
| Participant deferral / active EE | $2,642 | $5,589-52.7% | $4,626-42.9% | $6,401-58.7% |
| Admin fee / account holder | $1,107 | $9,324-88.1% | $7,339-84.9% | $11,431-90.3% |