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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 | $19,798 | $82,674-76.1% | $125,381-84.2% | $68,486-71.1% |
| Participation rate | 43.8% | 75.1%-31.3pp | 82.4%-38.6pp | 67.9%-24.1pp |
| Annual return | -20.90% | -5.97%-14.9pp | 572.31%-593.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,602 | $3,382-52.6% | $4,815-66.7% | $2,597-38.3% |
| Participant deferral / active EE | $2,773 | $6,111-54.6% | $7,448-62.8% | $4,028-31.1% |
| Admin fee / account holder | $2,576 | $6,277-59.0% | $10,007-74.3% | $5,404-52.3% |