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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 | $27,928 | $138,075-79.8% | $123,552-77.4% | $135,379-79.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -9.32% | 153.70%-163.0pp | 119.20%-128.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $3,626 | $5,152-29.6% | $4,628-21.6% | $4,779-24.1% |
| Participant deferral / active EE | $3,794 | $6,800-44.2% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $1,134 | $10,917-89.6% | $9,285-87.8% | $10,828-89.5% |