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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 | $21,057 | $92,219-77.2% | $76,768-72.6% | $135,379-84.4% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -13.10% | 5.46%-18.6pp | 2.43%-15.5pp | 519.79%-532.9pp |
| Employer contribution / active EE | $1,435 | $3,216-55.4% | $2,485-42.3% | $4,779-70.0% |
| Participant deferral / active EE | $4,632 | $4,508+2.8% | $3,852+20.3% | $5,609-17.4% |
| Admin fee / account holder | $713 | $10,749-93.4% | $6,675-89.3% | $10,828-93.4% |