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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 | $28,881 | $82,674-65.1% | $125,381-77.0% | $68,486-57.8% |
| Participation rate | 58.1% | 75.1%-16.9pp | 82.4%-24.2pp | 67.9%-9.8pp |
| Annual return | -23.85% | -5.97%-17.9pp | 572.31%-596.2pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,247 | $3,382-63.1% | $4,815-74.1% | $2,597-52.0% |
| Participant deferral / active EE | $2,574 | $6,111-57.9% | $7,448-65.4% | $4,028-36.1% |
| Admin fee / account holder | $769 | $6,277-87.8% | $10,007-92.3% | $5,404-85.8% |