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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 | $23,796 | $95,193-75.0% | $76,523-68.9% | $135,382-82.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -13.06% | 4.85%-17.9pp | -0.27%-12.8pp | 519.77%-532.8pp |
| Employer contribution / active EE | $2,388 | $3,302-27.7% | $2,647-9.8% | $4,779-50.0% |
| Participant deferral / active EE | $5,461 | $4,639+17.7% | $3,835+42.4% | $5,609-2.6% |
| Admin fee / account holder | $3,568 | $6,249-42.9% | $4,848-26.4% | $10,829-67.0% |