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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 | $24,327 | $129,959-81.3% | $104,301-76.7% | $134,532-81.9% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -22.91% | 42.04%-65.0pp | 24.61%-47.5pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,346 | $4,185-67.8% | $3,373-60.1% | $4,741-71.6% |
| Participant deferral / active EE | $1,736 | $5,589-68.9% | $4,626-62.5% | $6,401-72.9% |
| Admin fee / account holder | $2,778 | $9,325-70.2% | $7,340-62.2% | $11,429-75.7% |