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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 | $31,028 | $138,075-77.5% | $123,552-74.9% | $135,379-77.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -10.36% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,805 | $5,152-65.0% | $4,628-61.0% | $4,779-62.2% |
| Participant deferral / active EE | $3,248 | $6,800-52.2% | $6,426-49.5% | $5,609-42.1% |
| Admin fee / account holder | $850 | $10,917-92.2% | $9,285-90.9% | $10,828-92.2% |