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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 | $21,667 | $95,915-77.4% | $79,580-72.8% | $134,532-83.9% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -20.96% | -2.71%-18.3pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,026 | $3,129-67.2% | $2,413-57.5% | $4,741-78.4% |
| Participant deferral / active EE | $1,301 | $4,693-72.3% | $3,985-67.4% | $6,401-79.7% |
| Admin fee / account holder | $535 | $9,132-94.1% | $6,835-92.2% | $11,429-95.3% |