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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 | $25,433 | $142,392-82.1% | $119,622-78.7% | $134,532-81.1% |
| Participation rate | 55.0% | 82.8%-27.8pp | 79.3%-24.3pp | 81.2%-26.2pp |
| Annual return | -23.74% | -12.46%-11.3pp | -14.98%-8.8pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,527 | $5,224-70.8% | $4,232-63.9% | $4,741-67.8% |
| Participant deferral / active EE | $2,664 | $6,467-58.8% | $5,601-52.4% | $6,401-58.4% |
| Admin fee / account holder | $1,003 | $13,593-92.6% | $10,328-90.3% | $11,429-91.2% |