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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 | $18,376 | $95,895-80.8% | $79,576-76.9% | $134,509-86.3% |
| Participation rate | 56.3% | 75.0%-18.8pp | 69.5%-13.2pp | 81.2%-25.0pp |
| Annual return | -21.01% | -2.72%-18.3pp | 0.15%-21.2pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,983 | $3,128-36.6% | $2,413-17.8% | $4,741-58.2% |
| Participant deferral / active EE | $4,759 | $4,693+1.4% | $3,985+19.4% | $6,400-25.6% |
| Admin fee / account holder | $591 | $9,129-93.5% | $6,834-91.3% | $11,427-94.8% |