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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 | $28,781 | $95,915-70.0% | $79,580-63.8% | $134,532-78.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -23.54% | -2.71%-20.8pp | 0.15%-23.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $733 | $3,129-76.6% | $2,413-69.6% | $4,741-84.5% |
| Participant deferral / active EE | $4,751 | $4,693+1.2% | $3,985+19.2% | $6,401-25.8% |
| Admin fee / account holder | $1,286 | $9,132-85.9% | $6,835-81.2% | $11,429-88.7% |