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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 | $13,075 | $134,001-90.2% | $112,258-88.4% | $134,509-90.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -26.26% | 47.15%-73.4pp | 27.47%-53.7pp | 418.13%-444.4pp |
| Employer contribution / active EE | $1,465 | $4,039-63.7% | $3,636-59.7% | $4,741-69.1% |
| Participant deferral / active EE | $4,251 | $5,291-19.7% | $4,728-10.1% | $6,400-33.6% |
| Admin fee / account holder | $399 | $7,491-94.7% | $6,411-93.8% | $11,427-96.5% |