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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 | $17,587 | $134,001-86.9% | $112,258-84.3% | $134,509-86.9% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -21.21% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,313 | $4,039-67.5% | $3,636-63.9% | $4,741-72.3% |
| Participant deferral / active EE | $1,766 | $5,291-66.6% | $4,728-62.7% | $6,400-72.4% |
| Admin fee / account holder | $2,417 | $7,491-67.7% | $6,411-62.3% | $11,427-78.8% |