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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 | $50,010 | $95,895-47.8% | $79,576-37.2% | $134,509-62.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -26.04% | -2.72%-23.3pp | 0.15%-26.2pp | 418.13%-444.2pp |
| Employer contribution / active EE | $636 | $3,128-79.7% | $2,413-73.7% | $4,741-86.6% |
| Participant deferral / active EE | $4,966 | $4,693+5.8% | $3,985+24.6% | $6,400-22.4% |
| Admin fee / account holder | $1,548 | $9,129-83.0% | $6,834-77.3% | $11,427-86.5% |