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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 | $18,745 | $95,915-80.5% | $79,580-76.4% | $134,532-86.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -21.57% | -2.71%-18.9pp | 0.15%-21.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,032 | $3,129-35.1% | $2,413-15.8% | $4,741-57.1% |
| Participant deferral / active EE | $2,482 | $4,693-47.1% | $3,985-37.7% | $6,401-61.2% |
| Admin fee / account holder | $2,485 | $9,132-72.8% | $6,835-63.7% | $11,429-78.3% |