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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 | $34,873 | $142,392-75.5% | $119,622-70.8% | $134,532-74.1% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -22.88% | -12.46%-10.4pp | -14.98%-7.9pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,074 | $5,224-60.3% | $4,232-51.0% | $4,741-56.3% |
| Participant deferral / active EE | $5,139 | $6,467-20.5% | $5,601-8.2% | $6,401-19.7% |
| Admin fee / account holder | $400 | $13,593-97.1% | $10,328-96.1% | $11,429-96.5% |