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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 | $18,036 | $82,314-78.1% | $68,808-73.8% | $134,532-86.6% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.0%-41.7pp | 81.2%-54.0pp |
| Annual return | -21.23% | -2.18%-19.1pp | -6.37%-14.9pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,160 | $3,301-34.6% | $2,656-18.7% | $4,741-54.4% |
| Participant deferral / active EE | $4,113 | $4,740-13.2% | $3,942+4.3% | $6,401-35.8% |
| Admin fee / account holder | $5,408 | $6,484-16.6% | $4,936+9.6% | $11,429-52.7% |