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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 | $16,037 | $82,288-80.5% | $68,794-76.7% | $134,509-88.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -34.99% | -2.19%-32.8pp | -6.37%-28.6pp | 418.13%-453.1pp |
| Employer contribution / active EE | $1,366 | $3,301-58.6% | $2,656-48.6% | $4,741-71.2% |
| Participant deferral / active EE | $2,820 | $4,738-40.5% | $3,941-28.4% | $6,400-55.9% |
| Admin fee / account holder | $2,812 | $6,482-56.6% | $4,934-43.0% | $11,427-75.4% |