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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 | $19,666 | $69,248-71.6% | $64,101-69.3% | $139,466-85.9% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | -28.26% | 45.95%-74.2pp | 33.72%-62.0pp | 373.66%-401.9pp |
| Employer contribution / active EE | $1,882 | $3,185-40.9% | $2,749-31.5% | $4,754-60.4% |
| Participant deferral / active EE | $2,283 | $4,682-51.2% | $3,881-41.2% | $6,712-66.0% |
| Admin fee / account holder | $678 | $4,247-84.0% | $3,070-77.9% | $11,409-94.1% |