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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 | $8,013 | $67,372-88.1% | $60,906-86.8% | $134,532-94.0% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | -22.03% | 50.05%-72.1pp | 16.94%-39.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,053 | $3,099-66.0% | $2,703-61.1% | $4,741-77.8% |
| Participant deferral / active EE | $1,874 | $4,532-58.7% | $3,814-50.9% | $6,401-70.7% |
| Admin fee / account holder | $5,040 | $4,588+9.8% | $3,227+56.2% | $11,429-55.9% |