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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 | $24,215 | $82,324-70.6% | $68,803-64.8% | $134,545-82.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.0%-49.0pp | 81.2%-61.2pp |
| Annual return | -68.89% | -2.17%-66.7pp | -6.37%-62.5pp | 418.37%-487.3pp |
| Employer contribution / active EE | $958 | $3,302-71.0% | $2,656-63.9% | $4,742-79.8% |
| Participant deferral / active EE | $1,436 | $4,740-69.7% | $3,942-63.6% | $6,401-77.6% |
| Admin fee / account holder | $24,875 | $6,485+283.6% | $4,936+404.0% | $11,431+117.6% |