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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 | $16,406 | $93,124-82.4% | $77,100-78.7% | $134,545-87.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.65% | 62.68%-84.3pp | 42.35%-64.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,033 | $3,421-69.8% | $2,815-63.3% | $4,742-78.2% |
| Participant deferral / active EE | $1,610 | $5,242-69.3% | $4,430-63.6% | $6,401-74.8% |
| Admin fee / account holder | $3,514 | $6,970-49.6% | $5,443-35.5% | $11,431-69.3% |