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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 | $20,961 | $105,861-80.2% | $90,756-76.9% | $134,509-84.4% |
| Participation rate | 40.9% | 78.2%-37.3pp | 75.7%-34.8pp | 81.2%-40.3pp |
| Annual return | -42.62% | -10.99%-31.6pp | -12.16%-30.5pp | 418.13%-460.8pp |
| Employer contribution / active EE | $1,185 | $3,463-65.8% | $2,922-59.4% | $4,741-75.0% |
| Participant deferral / active EE | $2,339 | $5,217-55.2% | $4,565-48.8% | $6,400-63.5% |
| Admin fee / account holder | $556 | $13,938-96.0% | $8,445-93.4% | $11,427-95.1% |