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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 | $30,224 | $95,915-68.5% | $79,580-62.0% | $134,532-77.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -25.40% | -2.71%-22.7pp | 0.15%-25.6pp | 418.27%-443.7pp |
| Employer contribution / active EE | $2,154 | $3,129-31.2% | $2,413-10.7% | $4,741-54.6% |
| Participant deferral / active EE | $6,542 | $4,693+39.4% | $3,985+64.1% | $6,401+2.2% |
| Admin fee / account holder | $471 | $9,132-94.8% | $6,835-93.1% | $11,429-95.9% |