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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 | $19,066 | $95,975-80.1% | $74,549-74.4% | $135,379-85.9% |
| Participation rate | 42.1% | 75.7%-33.5pp | 69.1%-27.0pp | 82.6%-40.5pp |
| Annual return | -13.02% | 56.96%-70.0pp | 32.53%-45.6pp | 519.79%-532.8pp |
| Employer contribution / active EE | $2,874 | $2,716+5.8% | $1,961+46.6% | $4,779-39.9% |
| Participant deferral / active EE | $4,196 | $3,844+9.2% | $3,108+35.0% | $5,609-25.2% |
| Admin fee / account holder | $651 | $6,522-90.0% | $5,059-87.1% | $10,828-94.0% |