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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 | $19,677 | $114,013-82.7% | $103,693-81.0% | $155,188-87.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | -12.23% | 49.31%-61.5pp | 47.61%-59.8pp | 148.84%-161.1pp |
| Employer contribution / active EE | $1,493 | $3,131-52.3% | $2,920-48.9% | $4,248-64.9% |
| Participant deferral / active EE | $1,493 | $4,970-70.0% | $4,579-67.4% | $6,531-77.1% |
| Admin fee / account holder | $3,333 | $8,407-60.4% | $7,858-57.6% | $14,480-77.0% |