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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 | $20,474 | $57,352-64.3% | $83,831-75.6% | $64,173-68.1% |
| Participation rate | 48.1% | 68.6%-20.5pp | 76.1%-28.0pp | 69.6%-21.4pp |
| Annual return | -16.77% | 11.38%-28.2pp | 850.99%-867.8pp | 7.63%-24.4pp |
| Employer contribution / active EE | $1,301 | $2,546-48.9% | $3,631-64.2% | $2,381-45.4% |
| Participant deferral / active EE | $3,551 | $2,993+18.6% | $4,082-13.0% | $3,470+2.3% |
| Admin fee / account holder | $1,086 | $4,046-73.2% | $5,479-80.2% | $4,887-77.8% |