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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 | $31,923 | $142,361-77.6% | $119,608-73.3% | $134,509-76.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -24.46% | -12.46%-12.0pp | -14.98%-9.5pp | 418.13%-442.6pp |
| Employer contribution / active EE | $1,341 | $5,224-74.3% | $4,232-68.3% | $4,741-71.7% |
| Participant deferral / active EE | $2,482 | $6,468-61.6% | $5,601-55.7% | $6,400-61.2% |
| Admin fee / account holder | $2,798 | $13,588-79.4% | $10,326-72.9% | $11,427-75.5% |