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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 | $20,428 | $133,998-84.8% | $112,263-81.8% | $134,545-84.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -22.35% | 47.17%-69.5pp | 27.49%-49.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,728 | $4,040-57.2% | $3,636-52.5% | $4,742-63.6% |
| Participant deferral / active EE | $4,848 | $5,292-8.4% | $4,729+2.5% | $6,401-24.3% |
| Admin fee / account holder | $2,114 | $7,493-71.8% | $6,410-67.0% | $11,431-81.5% |