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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 | $19,727 | $133,998-85.3% | $112,263-82.4% | $134,545-85.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -22.43% | 47.17%-69.6pp | 27.49%-49.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,629 | $4,040-59.7% | $3,636-55.2% | $4,742-65.7% |
| Participant deferral / active EE | $3,895 | $5,292-26.4% | $4,729-17.6% | $6,401-39.1% |
| Admin fee / account holder | $1,642 | $7,493-78.1% | $6,410-74.4% | $11,431-85.6% |