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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 | $23,161 | $125,237-81.5% | $105,608-78.1% | $145,877-84.1% |
| Participation rate | 46.2% | 77.7%-31.5pp | 75.3%-29.1pp | 80.3%-34.1pp |
| Annual return | -1.62% | 225.76%-227.4pp | 116.50%-118.1pp | 551.28%-552.9pp |
| Employer contribution / active EE | $1,790 | $3,720-51.9% | $3,167-43.5% | $4,663-61.6% |
| Participant deferral / active EE | $1,729 | $5,711-69.7% | $5,010-65.5% | $6,691-74.2% |
| Admin fee / account holder | $8,284 | $17,287-52.1% | $11,028-24.9% | $13,402-38.2% |