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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 | $17,768 | $133,998-86.7% | $112,263-84.2% | $134,545-86.8% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -31.92% | 47.17%-79.1pp | 27.49%-59.4pp | 418.37%-450.3pp |
| Employer contribution / active EE | $1,699 | $4,040-58.0% | $3,636-53.3% | $4,742-64.2% |
| Participant deferral / active EE | $2,230 | $5,292-57.9% | $4,729-52.9% | $6,401-65.2% |
| Admin fee / account holder | $391 | $7,493-94.8% | $6,410-93.9% | $11,431-96.6% |