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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 | $30,070 | $142,361-78.9% | $119,608-74.9% | $134,509-77.6% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -21.30% | -12.46%-8.8pp | -14.98%-6.3pp | 418.13%-439.4pp |
| Employer contribution / active EE | $2,662 | $5,224-49.0% | $4,232-37.1% | $4,741-43.8% |
| Participant deferral / active EE | $6,738 | $6,468+4.2% | $5,601+20.3% | $6,400+5.3% |
| Admin fee / account holder | $16,587 | $13,588+22.1% | $10,326+60.6% | $11,427+45.2% |