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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 | $25,185 | $134,001-81.2% | $112,258-77.6% | $134,509-81.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.92% | 47.15%-68.1pp | 27.47%-48.4pp | 418.13%-439.1pp |
| Employer contribution / active EE | $2,522 | $4,039-37.6% | $3,636-30.6% | $4,741-46.8% |
| Participant deferral / active EE | $10,393 | $5,291+96.4% | $4,728+119.8% | $6,400+62.4% |
| Admin fee / account holder | $1,374 | $7,491-81.7% | $6,411-78.6% | $11,427-88.0% |