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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 | $25,578 | $117,829-78.3% | $102,423-75.0% | $145,877-82.5% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | -24.71% | 31.83%-56.5pp | 29.42%-54.1pp | 551.28%-576.0pp |
| Employer contribution / active EE | $2,111 | $3,615-41.6% | $3,023-30.2% | $4,663-54.7% |
| Participant deferral / active EE | $4,714 | $5,732-17.8% | $5,054-6.7% | $6,691-29.5% |
| Admin fee / account holder | $11,243 | $13,335-15.7% | $9,455+18.9% | $13,402-16.1% |