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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 | $23,780 | $107,809-77.9% | $90,657-73.8% | $135,379-82.4% |
| Participation rate | 55.0% | 78.0%-23.0pp | 74.0%-19.0pp | 82.6%-27.6pp |
| Annual return | -11.13% | -0.90%-10.2pp | 1.89%-13.0pp | 519.79%-530.9pp |
| Employer contribution / active EE | $966 | $3,018-68.0% | $2,532-61.9% | $4,779-79.8% |
| Participant deferral / active EE | $1,667 | $3,872-56.9% | $3,424-51.3% | $5,609-70.3% |
| Admin fee / account holder | $1,061 | $5,931-82.1% | $4,994-78.8% | $10,828-90.2% |