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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 | $39,790 | $142,361-72.0% | $119,608-66.7% | $134,509-70.4% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -22.81% | -12.46%-10.3pp | -14.98%-7.8pp | 418.13%-440.9pp |
| Employer contribution / active EE | $2,061 | $5,224-60.5% | $4,232-51.3% | $4,741-56.5% |
| Participant deferral / active EE | $2,175 | $6,468-66.4% | $5,601-61.2% | $6,400-66.0% |
| Admin fee / account holder | $650 | $13,588-95.2% | $10,326-93.7% | $11,427-94.3% |