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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 | $20,792 | $97,881-78.8% | $80,004-74.0% | $125,389-83.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 73.0%-33.0pp | 83.2%-43.2pp |
| Annual return | -7.24% | 9.36%-16.6pp | 7.63%-14.9pp | 282.24%-289.5pp |
| Employer contribution / active EE | $1,505 | $3,128-51.9% | $2,473-39.1% | $4,866-69.1% |
| Participant deferral / active EE | $2,700 | $3,744-27.9% | $3,204-15.7% | $5,352-49.5% |
| Admin fee / account holder | $758 | $6,278-87.9% | $5,033-84.9% | $9,541-92.1% |