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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 | $23,426 | $82,324-71.5% | $68,803-66.0% | $134,545-82.6% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.0%-9.9pp | 81.2%-22.1pp |
| Annual return | -28.70% | -2.17%-26.5pp | -6.37%-22.3pp | 418.37%-447.1pp |
| Employer contribution / active EE | $2,003 | $3,302-39.3% | $2,656-24.6% | $4,742-57.8% |
| Participant deferral / active EE | $6,521 | $4,740+37.6% | $3,942+65.4% | $6,401+1.9% |
| Admin fee / account holder | $1,553 | $6,485-76.1% | $4,936-68.5% | $11,431-86.4% |