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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 | $19,785 | $52,911-62.6% | $73,309-73.0% | $59,633-66.8% |
| Participation rate | 37.2% | 68.2%-31.0pp | 74.9%-37.7pp | 68.7%-31.5pp |
| Annual return | -23.64% | 12.20%-35.8pp | 5.67%-29.3pp | 2041.45%-2065.1pp |
| Employer contribution / active EE | $1,310 | $1,909-31.4% | $3,237-59.5% | $2,203-40.5% |
| Participant deferral / active EE | $1,968 | $4,069-51.6% | $4,991-60.6% | $3,192-38.3% |
| Admin fee / account holder | $1,383 | $3,835-63.9% | $5,635-75.4% | $4,297-67.8% |