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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 | $17,369 | $85,790-79.8% | $67,313-74.2% | $135,379-87.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -11.15% | -0.54%-10.6pp | -4.08%-7.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,601 | $3,487-54.1% | $2,566-37.6% | $4,779-66.5% |
| Participant deferral / active EE | $2,913 | $4,651-37.4% | $3,568-18.4% | $5,609-48.1% |
| Admin fee / account holder | $4,402 | $6,392-31.1% | $4,507-2.3% | $10,828-59.3% |