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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 | $41,106 | $152,597-73.1% | $117,533-65.0% | $134,532-69.4% |
| Participation rate | 27.3% | 77.1%-49.8pp | 70.6%-43.3pp | 81.2%-54.0pp |
| Annual return | -24.15% | 53.04%-77.2pp | 29.77%-53.9pp | 418.27%-442.4pp |
| Employer contribution / active EE | $912 | $5,576-83.6% | $4,179-78.2% | $4,741-80.8% |
| Participant deferral / active EE | $1,650 | $4,821-65.8% | $4,072-59.5% | $6,401-74.2% |
| Admin fee / account holder | $3,102 | $7,007-55.7% | $5,647-45.1% | $11,429-72.9% |