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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 | $36,524 | $127,100-71.3% | $105,738-65.5% | $135,379-73.0% |
| Participation rate | 53.3% | 82.7%-29.4pp | 76.3%-23.0pp | 82.6%-29.3pp |
| Annual return | -10.68% | 4.49%-15.2pp | 6.27%-17.0pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,011 | $4,107-75.4% | $3,268-69.1% | $4,779-78.8% |
| Participant deferral / active EE | $1,960 | $5,064-61.3% | $4,080-52.0% | $5,609-65.1% |
| Admin fee / account holder | $750 | $9,087-91.7% | $6,913-89.2% | $10,828-93.1% |