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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 | $16,920 | $97,020-82.6% | $83,327-79.7% | $135,380-87.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -14.41% | 12.31%-26.7pp | 10.64%-25.0pp | 519.81%-534.2pp |
| Employer contribution / active EE | $1,088 | $4,144-73.7% | $3,379-67.8% | $4,779-77.2% |
| Participant deferral / active EE | $3,132 | $5,964-47.5% | $5,565-43.7% | $5,609-44.2% |
| Admin fee / account holder | $10,575 | $8,426+25.5% | $7,540+40.2% | $10,828-2.3% |