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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 | $37,478 | $95,188-60.6% | $76,518-51.0% | $135,380-72.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -31.05% | 4.85%-35.9pp | -0.27%-30.8pp | 519.81%-550.9pp |
| Employer contribution / active EE | $1,511 | $3,303-54.3% | $2,647-42.9% | $4,779-68.4% |
| Participant deferral / active EE | $1,530 | $4,640-67.0% | $3,836-60.1% | $5,609-72.7% |
| Admin fee / account holder | $1,206 | $6,249-80.7% | $4,849-75.1% | $10,828-88.9% |