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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 | $17,585 | $134,001-86.9% | $112,258-84.3% | $134,509-86.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -31.13% | 47.15%-78.3pp | 27.47%-58.6pp | 418.13%-449.3pp |
| Employer contribution / active EE | $1,839 | $4,039-54.5% | $3,636-49.4% | $4,741-61.2% |
| Participant deferral / active EE | $3,018 | $5,291-43.0% | $4,728-36.2% | $6,400-52.8% |
| Admin fee / account holder | $489 | $7,491-93.5% | $6,411-92.4% | $11,427-95.7% |