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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 | $26,458 | $92,219-71.3% | $76,766-65.5% | $135,382-80.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -12.80% | 5.46%-18.3pp | 2.43%-15.2pp | 519.77%-532.6pp |
| Employer contribution / active EE | $1,288 | $3,216-59.9% | $2,485-48.2% | $4,779-73.0% |
| Participant deferral / active EE | $3,885 | $4,508-13.8% | $3,851+0.9% | $5,609-30.7% |
| Admin fee / account holder | $618 | $10,749-94.2% | $6,675-90.7% | $10,829-94.3% |