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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 | $20,326 | $134,001-84.8% | $112,258-81.9% | $134,509-84.9% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -26.95% | 47.15%-74.1pp | 27.47%-54.4pp | 418.13%-445.1pp |
| Employer contribution / active EE | $1,314 | $4,039-67.5% | $3,636-63.9% | $4,741-72.3% |
| Participant deferral / active EE | $4,812 | $5,291-9.1% | $4,728+1.8% | $6,400-24.8% |
| Admin fee / account holder | $2,021 | $7,491-73.0% | $6,411-68.5% | $11,427-82.3% |