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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 | $32,291 | $105,867-69.5% | $90,760-64.4% | $134,532-76.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -24.17% | -10.99%-13.2pp | -12.16%-12.0pp | 418.27%-442.4pp |
| Employer contribution / active EE | $1,905 | $3,464-45.0% | $2,922-34.8% | $4,741-59.8% |
| Participant deferral / active EE | $3,051 | $5,217-41.5% | $4,565-33.2% | $6,401-52.3% |
| Admin fee / account holder | $539 | $13,936-96.1% | $8,444-93.6% | $11,429-95.3% |