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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 | $34,640 | $211,946-83.7% | $169,452-79.6% | $135,379-74.4% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -9.72% | 3.26%-13.0pp | 1.83%-11.6pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,071 | $5,117-79.1% | $4,157-74.2% | $4,779-77.6% |
| Participant deferral / active EE | $1,412 | $6,075-76.8% | $5,277-73.2% | $5,609-74.8% |
| Admin fee / account holder | $337 | $11,472-97.1% | $9,110-96.3% | $10,828-96.9% |