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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 | $23,442 | $57,352-59.1% | $83,831-72.0% | $64,173-63.5% |
| Participation rate | 35.9% | 68.6%-32.7pp | 76.1%-40.2pp | 69.6%-33.7pp |
| Annual return | -10.89% | 11.38%-22.3pp | 850.99%-861.9pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,086 | $2,546-57.3% | $3,631-70.1% | $2,381-54.4% |
| Participant deferral / active EE | $1,552 | $2,993-48.2% | $4,082-62.0% | $3,470-55.3% |
| Admin fee / account holder | $2,109 | $4,046-47.9% | $5,479-61.5% | $4,887-56.9% |