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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 | $15,003 | $84,518-82.2% | $67,704-77.8% | $125,388-88.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -10.74% | 2.57%-13.3pp | 25.41%-36.1pp | 282.24%-293.0pp |
| Employer contribution / active EE | $1,570 | $3,292-52.3% | $2,559-38.6% | $4,866-67.7% |
| Participant deferral / active EE | $4,069 | $4,430-8.2% | $3,585+13.5% | $5,352-24.0% |
| Admin fee / account holder | $3,088 | $5,340-42.2% | $4,255-27.4% | $9,541-67.6% |