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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 | $12,004 | $82,288-85.4% | $68,794-82.6% | $134,509-91.1% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -73.41% | -2.19%-71.2pp | -6.37%-67.0pp | 418.13%-491.5pp |
| Employer contribution / active EE | $1,374 | $3,301-58.4% | $2,656-48.3% | $4,741-71.0% |
| Participant deferral / active EE | $4,467 | $4,738-5.7% | $3,941+13.3% | $6,400-30.2% |
| Admin fee / account holder | $1,961 | $6,482-69.7% | $4,934-60.3% | $11,427-82.8% |