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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 | $20,288 | $59,107-65.7% | $86,439-76.5% | $68,495-70.4% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -19.48% | -0.23%-19.2pp | 4395.55%-4415.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,297 | $2,519-48.5% | $3,769-65.6% | $2,596-50.0% |
| Participant deferral / active EE | $5,449 | $5,901-7.7% | $6,952-21.6% | $4,028+35.3% |
| Admin fee / account holder | $4,282 | $5,637-24.0% | $6,732-36.4% | $5,403-20.7% |