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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 | $10,623 | $93,124-88.6% | $77,100-86.2% | $134,545-92.1% |
| Participation rate | 61.5% | 74.5%-13.0pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -22.88% | 62.68%-85.6pp | 42.35%-65.2pp | 418.37%-441.3pp |
| Employer contribution / active EE | $1,390 | $3,421-59.4% | $2,815-50.6% | $4,742-70.7% |
| Participant deferral / active EE | $2,894 | $5,242-44.8% | $4,430-34.7% | $6,401-54.8% |
| Admin fee / account holder | $551 | $6,970-92.1% | $5,443-89.9% | $11,431-95.2% |