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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 | $13,649 | $134,001-89.8% | $112,258-87.8% | $134,509-89.9% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -50.59% | 47.15%-97.7pp | 27.47%-78.1pp | 418.13%-468.7pp |
| Employer contribution / active EE | $1,201 | $4,039-70.3% | $3,636-67.0% | $4,741-74.7% |
| Participant deferral / active EE | $4,570 | $5,291-13.6% | $4,728-3.3% | $6,400-28.6% |
| Admin fee / account holder | $7,481 | $7,491-0.1% | $6,411+16.7% | $11,427-34.5% |