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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 | $17,545 | $75,962-76.9% | $154,111-88.6% | $64,173-72.7% |
| Participation rate | 53.3% | 70.4%-17.1pp | 83.0%-29.7pp | 69.6%-16.2pp |
| Annual return | -11.19% | 30.32%-41.5pp | 735.18%-746.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,260 | $3,350-62.4% | $5,298-76.2% | $2,381-47.1% |
| Participant deferral / active EE | $2,582 | $3,175-18.7% | $5,081-49.2% | $3,470-25.6% |
| Admin fee / account holder | $1,099 | $5,589-80.3% | $13,411-91.8% | $4,887-77.5% |