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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 | $26,890 | $134,001-79.9% | $112,258-76.0% | $134,509-80.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -22.74% | 47.15%-69.9pp | 27.47%-50.2pp | 418.13%-440.9pp |
| Employer contribution / active EE | $1,205 | $4,039-70.2% | $3,636-66.9% | $4,741-74.6% |
| Participant deferral / active EE | $2,631 | $5,291-50.3% | $4,728-44.4% | $6,400-58.9% |
| Admin fee / account holder | $4,754 | $7,491-36.5% | $6,411-25.9% | $11,427-58.4% |