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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 | $25,647 | $211,946-87.9% | $169,452-84.9% | $135,379-81.1% |
| Participation rate | 58.3% | 82.6%-24.3pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -10.48% | 3.26%-13.7pp | 1.83%-12.3pp | 519.79%-530.3pp |
| Employer contribution / active EE | $1,944 | $5,117-62.0% | $4,157-53.2% | $4,779-59.3% |
| Participant deferral / active EE | $2,249 | $6,075-63.0% | $5,277-57.4% | $5,609-59.9% |
| Admin fee / account holder | $2,723 | $11,472-76.3% | $9,110-70.1% | $10,828-74.9% |