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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 | $27,920 | $134,001-79.2% | $112,258-75.1% | $134,509-79.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -22.45% | 47.15%-69.6pp | 27.47%-49.9pp | 418.13%-440.6pp |
| Employer contribution / active EE | $927 | $4,039-77.1% | $3,636-74.5% | $4,741-80.5% |
| Participant deferral / active EE | $6,500 | $5,291+22.8% | $4,728+37.5% | $6,400+1.6% |
| Admin fee / account holder | $553 | $7,491-92.6% | $6,411-91.4% | $11,427-95.2% |