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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 | $19,353 | $51,638-62.5% | $129,406-85.0% | $80,959-76.1% |
| Participation rate | 23.2% | 56.9%-33.8pp | 69.6%-46.5pp | 67.7%-44.5pp |
| Annual return | -39.28% | 20.78%-60.1pp | 9468.18%-9507.5pp | 35.67%-74.9pp |
| Employer contribution / active EE | $341 | $1,584-78.5% | $4,155-91.8% | $2,757-87.6% |
| Participant deferral / active EE | $999 | $2,670-62.6% | $4,167-76.0% | $4,300-76.8% |
| Admin fee / account holder | $2,371 | $4,313-45.0% | $7,689-69.2% | $6,925-65.8% |