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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 | $20,327 | $99,032-79.5% | $80,022-74.6% | $135,380-85.0% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -9.32% | 15.39%-24.7pp | 11.22%-20.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,992 | $3,043-34.5% | $2,468-19.3% | $4,779-58.3% |
| Participant deferral / active EE | $3,319 | $4,282-22.5% | $3,686-10.0% | $5,609-40.8% |
| Admin fee / account holder | $1,584 | $10,436-84.8% | $6,521-75.7% | $10,828-85.4% |