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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 | $21,690 | $90,486-76.0% | $78,676-72.4% | $273,972-92.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -21.46% | 75.62%-97.1pp | 62.19%-83.7pp | 41.46%-62.9pp |
| Employer contribution / active EE | $1,239 | $3,175-61.0% | $2,850-56.5% | $4,869-74.5% |
| Participant deferral / active EE | $5,488 | $3,901+40.7% | $3,517+56.1% | $5,287+3.8% |
| Admin fee / account holder | $3,094 | $5,263-41.2% | $4,510-31.4% | $10,133-69.5% |