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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 | $17,431 | $55,889-68.8% | $76,119-77.1% | $80,935-78.5% |
| Participation rate | 34.2% | 62.1%-27.9pp | 69.1%-34.9pp | 67.7%-33.5pp |
| Annual return | -23.73% | 20.58%-44.3pp | 361.25%-385.0pp | 35.66%-59.4pp |
| Employer contribution / active EE | $870 | $1,866-53.4% | $2,693-67.7% | $2,757-68.4% |
| Participant deferral / active EE | $2,715 | $3,051-11.0% | $4,259-36.2% | $4,299-36.8% |
| Admin fee / account holder | $3,734 | $5,241-28.8% | $6,421-41.9% | $6,924-46.1% |