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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 | $12,641 | $134,001-90.6% | $112,258-88.7% | $134,509-90.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -21.01% | 47.15%-68.2pp | 27.47%-48.5pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,060 | $4,039-73.8% | $3,636-70.9% | $4,741-77.6% |
| Participant deferral / active EE | $1,774 | $5,291-66.5% | $4,728-62.5% | $6,400-72.3% |
| Admin fee / account holder | $545 | $7,491-92.7% | $6,411-91.5% | $11,427-95.2% |