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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 | $14,559 | $67,352-78.4% | $60,899-76.1% | $134,509-89.2% |
| Participation rate | 30.4% | 76.2%-45.8pp | 73.1%-42.7pp | 81.2%-50.8pp |
| Annual return | -27.90% | 49.99%-77.9pp | 16.92%-44.8pp | 418.13%-446.0pp |
| Employer contribution / active EE | $1,965 | $3,098-36.6% | $2,702-27.3% | $4,741-58.5% |
| Participant deferral / active EE | $1,164 | $4,539-74.4% | $3,817-69.5% | $6,400-81.8% |
| Admin fee / account holder | $717 | $4,585-84.4% | $3,225-77.8% | $11,427-93.7% |