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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 | $27,899 | $54,355-48.7% | $82,744-66.3% | $68,486-59.3% |
| Participation rate | 62.5% | 63.9%-1.4pp | 72.6%-10.1pp | 67.9%-5.4pp |
| Annual return | -22.98% | -13.67%-9.3pp | 702.22%-725.2pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,870 | $2,219-15.7% | $3,008-37.8% | $2,597-28.0% |
| Participant deferral / active EE | $3,841 | $3,246+18.3% | $4,395-12.6% | $4,028-4.6% |
| Admin fee / account holder | $1,739 | $4,397-60.4% | $5,325-67.3% | $5,404-67.8% |