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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 | $21,205 | $82,674-74.4% | $125,381-83.1% | $68,486-69.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -46.28% | -5.97%-40.3pp | 572.31%-618.6pp | -7.85%-38.4pp |
| Employer contribution / active EE | $1,770 | $3,382-47.7% | $4,815-63.2% | $2,597-31.8% |
| Participant deferral / active EE | $3,287 | $6,111-46.2% | $7,448-55.9% | $4,028-18.4% |
| Admin fee / account holder | $4,182 | $6,277-33.4% | $10,007-58.2% | $5,404-22.6% |