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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 | $19,105 | $129,959-85.3% | $104,301-81.7% | $134,509-85.8% |
| Participation rate | 44.4% | 79.5%-35.1pp | 73.3%-28.8pp | 81.2%-36.8pp |
| Annual return | -28.01% | 42.04%-70.1pp | 24.61%-52.6pp | 418.13%-446.1pp |
| Employer contribution / active EE | $5,713 | $4,185+36.5% | $3,373+69.4% | $4,741+20.5% |
| Participant deferral / active EE | $8,337 | $5,589+49.2% | $4,626+80.2% | $6,400+30.3% |
| Admin fee / account holder | $1,302 | $9,325-86.0% | $7,340-82.3% | $11,427-88.6% |