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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 | $26,974 | $133,998-79.9% | $112,263-76.0% | $134,545-80.0% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.8pp |
| Annual return | -21.60% | 47.17%-68.8pp | 27.49%-49.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,391 | $4,040-65.6% | $3,636-61.7% | $4,742-70.7% |
| Participant deferral / active EE | $4,315 | $5,292-18.5% | $4,729-8.8% | $6,401-32.6% |
| Admin fee / account holder | $1,714 | $7,493-77.1% | $6,410-73.3% | $11,431-85.0% |