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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 | $28,857 | $100,805-71.4% | $86,698-66.7% | $134,532-78.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -20.88% | 29.09%-50.0pp | 35.95%-56.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,558 | $3,490-26.7% | $2,837-9.8% | $4,741-46.1% |
| Participant deferral / active EE | $2,558 | $5,339-52.1% | $4,656-45.1% | $6,401-60.0% |
| Admin fee / account holder | $11,084 | $10,925+1.4% | $7,493+47.9% | $11,429-3.0% |