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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 | $30,379 | $100,805-69.9% | $86,698-65.0% | $134,532-77.4% |
| Participation rate | 63.2% | 79.0%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -25.52% | 29.09%-54.6pp | 35.95%-61.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $1,669 | $3,490-52.2% | $2,837-41.2% | $4,741-64.8% |
| Participant deferral / active EE | $4,082 | $5,339-23.5% | $4,656-12.3% | $6,401-36.2% |
| Admin fee / account holder | $860 | $10,925-92.1% | $7,493-88.5% | $11,429-92.5% |