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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 | $30,424 | $75,962-59.9% | $154,111-80.3% | $64,173-52.6% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -9.44% | 30.32%-39.8pp | 735.18%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,388 | $3,350-58.6% | $5,298-73.8% | $2,381-41.7% |
| Participant deferral / active EE | $1,399 | $3,175-55.9% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $1,064 | $5,589-81.0% | $13,411-92.1% | $4,887-78.2% |