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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 | $20,174 | $75,962-73.4% | $154,111-86.9% | $64,173-68.6% |
| Participation rate | 60.7% | 70.4%-9.7pp | 83.0%-22.3pp | 69.6%-8.9pp |
| Annual return | -8.18% | 30.32%-38.5pp | 735.18%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,429 | $3,350-57.3% | $5,298-73.0% | $2,381-40.0% |
| Participant deferral / active EE | $2,210 | $3,175-30.4% | $5,081-56.5% | $3,470-36.3% |
| Admin fee / account holder | $2,439 | $5,589-56.4% | $13,411-81.8% | $4,887-50.1% |