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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 | $36,515 | $152,591-76.1% | $117,529-68.9% | $134,545-72.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -24.21% | 53.04%-77.3pp | 29.77%-54.0pp | 418.37%-442.6pp |
| Employer contribution / active EE | $569 | $5,576-89.8% | $4,179-86.4% | $4,742-88.0% |
| Participant deferral / active EE | $1,231 | $4,821-74.5% | $4,072-69.8% | $6,401-80.8% |
| Admin fee / account holder | $1,405 | $7,004-79.9% | $5,645-75.1% | $11,431-87.7% |