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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 | $22,691 | $133,981-83.1% | $112,249-79.8% | $134,532-83.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.91% | 47.16%-68.1pp | 27.48%-48.4pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,970 | $4,040-51.2% | $3,636-45.8% | $4,741-58.4% |
| Participant deferral / active EE | $2,779 | $5,292-47.5% | $4,729-41.2% | $6,401-56.6% |
| Admin fee / account holder | $2,354 | $7,492-68.6% | $6,412-63.3% | $11,429-79.4% |