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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 | $17,926 | $53,546-66.5% | $69,884-74.3% | $68,486-73.8% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -58.13% | -13.87%-44.3pp | 190.81%-248.9pp | -7.85%-50.3pp |
| Employer contribution / active EE | $1,440 | $2,019-28.7% | $2,560-43.8% | $2,597-44.6% |
| Participant deferral / active EE | $8,687 | $2,957+193.8% | $3,848+125.7% | $4,028+115.7% |
| Admin fee / account holder | $1,468 | $4,693-68.7% | $6,266-76.6% | $5,404-72.8% |