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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 | $32,271 | $110,379-70.8% | $102,412-68.5% | $145,884-77.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | -32.72% | 24.84%-57.6pp | 24.94%-57.7pp | 551.85%-584.6pp |
| Employer contribution / active EE | $1,848 | $4,216-56.2% | $3,870-52.2% | $4,662-60.4% |
| Participant deferral / active EE | $3,153 | $5,622-43.9% | $5,060-37.7% | $6,690-52.9% |
| Admin fee / account holder | $9,649 | $9,745-1.0% | $8,388+15.0% | $13,392-27.9% |