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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 | $17,052 | $133,981-87.3% | $112,249-84.8% | $134,532-87.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -23.48% | 47.16%-70.6pp | 27.48%-51.0pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,527 | $4,040-62.2% | $3,636-58.0% | $4,741-67.8% |
| Participant deferral / active EE | $2,199 | $5,292-58.4% | $4,729-53.5% | $6,401-65.6% |
| Admin fee / account holder | $309 | $7,492-95.9% | $6,412-95.2% | $11,429-97.3% |