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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 | $20,015 | $92,219-78.3% | $76,766-73.9% | $135,382-85.2% |
| Participation rate | 68.2% | 79.8%-11.6pp | 77.0%-8.8pp | 82.6%-14.5pp |
| Annual return | -10.76% | 5.46%-16.2pp | 2.43%-13.2pp | 519.77%-530.5pp |
| Employer contribution / active EE | $1,640 | $3,216-49.0% | $2,485-34.0% | $4,779-65.7% |
| Participant deferral / active EE | $3,499 | $4,508-22.4% | $3,851-9.2% | $5,609-37.6% |
| Admin fee / account holder | $1,466 | $10,749-86.4% | $6,675-78.0% | $10,829-86.5% |