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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 | $15,155 | $95,915-84.2% | $79,580-81.0% | $134,532-88.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.32% | -2.71%-19.6pp | 0.15%-22.5pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,606 | $3,129-48.7% | $2,413-33.5% | $4,741-66.1% |
| Participant deferral / active EE | $3,907 | $4,693-16.7% | $3,985-2.0% | $6,401-39.0% |
| Admin fee / account holder | $998 | $9,132-89.1% | $6,835-85.4% | $11,429-91.3% |