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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 | $21,113 | $133,998-84.2% | $112,263-81.2% | $134,545-84.3% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -25.61% | 47.17%-72.8pp | 27.49%-53.1pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,857 | $4,040-54.0% | $3,636-48.9% | $4,742-60.8% |
| Participant deferral / active EE | $5,519 | $5,292+4.3% | $4,729+16.7% | $6,401-13.8% |
| Admin fee / account holder | $12,546 | $7,493+67.4% | $6,410+95.7% | $11,431+9.8% |