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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 | $20,818 | $106,557-80.5% | $91,227-77.2% | $134,545-84.5% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -22.88% | 160.81%-183.7pp | 114.14%-137.0pp | 418.37%-441.2pp |
| Employer contribution / active EE | $1,770 | $3,332-46.9% | $2,851-37.9% | $4,742-62.7% |
| Participant deferral / active EE | $4,713 | $4,719-0.1% | $4,234+11.3% | $6,401-26.4% |
| Admin fee / account holder | $395 | $6,235-93.7% | $5,423-92.7% | $11,431-96.5% |