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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 | $38,210 | $133,981-71.5% | $112,249-66.0% | $134,532-71.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -22.91% | 47.16%-70.1pp | 27.48%-50.4pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,105 | $4,040-72.6% | $3,636-69.6% | $4,741-76.7% |
| Participant deferral / active EE | $2,404 | $5,292-54.6% | $4,729-49.2% | $6,401-62.4% |
| Admin fee / account holder | $768 | $7,492-89.8% | $6,412-88.0% | $11,429-93.3% |