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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 | $36,363 | $95,917-62.1% | $79,583-54.3% | $134,545-73.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -24.23% | -2.70%-21.5pp | 0.16%-24.4pp | 418.37%-442.6pp |
| Employer contribution / active EE | $2,558 | $3,129-18.2% | $2,414+6.0% | $4,742-46.0% |
| Participant deferral / active EE | $3,435 | $4,694-26.8% | $3,986-13.8% | $6,401-46.3% |
| Admin fee / account holder | $2,009 | $9,132-78.0% | $6,835-70.6% | $11,431-82.4% |