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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 | $23,406 | $69,012-66.1% | $160,037-85.4% | $68,490-65.8% |
| Participation rate | 60.6% | 65.4%-4.9pp | 78.0%-17.4pp | 67.9%-7.3pp |
| Annual return | -19.34% | -9.65%-9.7pp | 408.95%-428.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,325 | $2,212-40.1% | $4,226-68.6% | $2,597-49.0% |
| Participant deferral / active EE | $3,273 | $4,212-22.3% | $6,184-47.1% | $4,028-18.7% |
| Admin fee / account holder | $2,447 | $4,798-49.0% | $8,716-71.9% | $5,403-54.7% |