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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 | $20,685 | $133,998-84.6% | $112,263-81.6% | $134,545-84.6% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -24.97% | 47.17%-72.1pp | 27.49%-52.5pp | 418.37%-443.3pp |
| Employer contribution / active EE | $2,086 | $4,040-48.4% | $3,636-42.6% | $4,742-56.0% |
| Participant deferral / active EE | $4,294 | $5,292-18.9% | $4,729-9.2% | $6,401-32.9% |
| Admin fee / account holder | $1,265 | $7,493-83.1% | $6,410-80.3% | $11,431-88.9% |