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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 | $20,046 | $142,392-85.9% | $119,622-83.2% | $134,532-85.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.74% | -12.46%-9.3pp | -14.98%-6.8pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,945 | $5,224-62.8% | $4,232-54.0% | $4,741-59.0% |
| Participant deferral / active EE | $2,151 | $6,467-66.7% | $5,601-61.6% | $6,401-66.4% |
| Admin fee / account holder | $1,366 | $13,593-90.0% | $10,328-86.8% | $11,429-88.0% |