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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 | $12,155 | $152,597-92.0% | $117,533-89.7% | $134,532-91.0% |
| Participation rate | 55.6% | 77.1%-21.6pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -24.75% | 53.04%-77.8pp | 29.77%-54.5pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,040 | $5,576-81.3% | $4,179-75.1% | $4,741-78.1% |
| Participant deferral / active EE | $1,241 | $4,821-74.3% | $4,072-69.5% | $6,401-80.6% |
| Admin fee / account holder | $1,093 | $7,007-84.4% | $5,647-80.6% | $11,429-90.4% |