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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 | $32,700 | $129,959-74.8% | $104,301-68.6% | $134,532-75.7% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -24.88% | 42.04%-66.9pp | 24.61%-49.5pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,823 | $4,185-56.5% | $3,373-46.0% | $4,741-61.6% |
| Participant deferral / active EE | $6,118 | $5,589+9.5% | $4,626+32.3% | $6,401-4.4% |
| Admin fee / account holder | $760 | $9,325-91.8% | $7,340-89.6% | $11,429-93.3% |