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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 | $21,820 | $95,188-77.1% | $76,518-71.5% | $135,380-83.9% |
| Participation rate | 43.5% | 74.4%-30.9pp | 68.0%-24.5pp | 82.6%-39.2pp |
| Annual return | -16.16% | 4.85%-21.0pp | -0.27%-15.9pp | 519.81%-536.0pp |
| Employer contribution / active EE | $1,533 | $3,303-53.6% | $2,647-42.1% | $4,779-67.9% |
| Participant deferral / active EE | $4,030 | $4,640-13.1% | $3,836+5.1% | $5,609-28.2% |
| Admin fee / account holder | $3,228 | $6,249-48.3% | $4,849-33.4% | $10,828-70.2% |