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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 | $17,731 | $133,981-86.8% | $112,249-84.2% | $134,532-86.8% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -23.31% | 47.16%-70.5pp | 27.48%-50.8pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,881 | $4,040-53.4% | $3,636-48.3% | $4,741-60.3% |
| Participant deferral / active EE | $2,762 | $5,292-47.8% | $4,729-41.6% | $6,401-56.9% |
| Admin fee / account holder | $2,115 | $7,492-71.8% | $6,412-67.0% | $11,429-81.5% |