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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 | $25,770 | $110,337-76.6% | $102,383-74.8% | $145,877-82.3% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | -5.80% | 24.83%-30.6pp | 24.94%-30.7pp | 551.28%-557.1pp |
| Employer contribution / active EE | $1,268 | $4,216-69.9% | $3,870-67.2% | $4,663-72.8% |
| Participant deferral / active EE | $4,607 | $5,621-18.0% | $5,060-8.9% | $6,691-31.1% |
| Admin fee / account holder | $6,487 | $9,750-33.5% | $8,391-22.7% | $13,402-51.6% |