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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 | $22,918 | $95,188-75.9% | $76,518-70.0% | $135,379-83.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -13.67% | 4.85%-18.5pp | -0.27%-13.4pp | 519.79%-533.5pp |
| Employer contribution / active EE | $1,523 | $3,303-53.9% | $2,647-42.5% | $4,779-68.1% |
| Participant deferral / active EE | $4,790 | $4,640+3.2% | $3,836+24.9% | $5,609-14.6% |
| Admin fee / account holder | $498 | $6,249-92.0% | $4,849-89.7% | $10,828-95.4% |