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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 | $16,573 | $95,188-82.6% | $76,518-78.3% | $135,379-87.8% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -10.96% | 4.85%-15.8pp | -0.27%-10.7pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,260 | $3,303-61.8% | $2,647-52.4% | $4,779-73.6% |
| Participant deferral / active EE | $2,803 | $4,640-39.6% | $3,836-26.9% | $5,609-50.0% |
| Admin fee / account holder | $2,434 | $6,249-61.1% | $4,849-49.8% | $10,828-77.5% |