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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 | $18,773 | $182,442-89.7% | $163,379-88.5% | $138,895-86.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | -11.39% | 72.74%-84.1pp | 63.41%-74.8pp | 145.39%-156.8pp |
| Employer contribution / active EE | $1,200 | $4,159-71.1% | $3,752-68.0% | $4,194-71.4% |
| Participant deferral / active EE | $1,580 | $6,817-76.8% | $6,282-74.8% | $6,396-75.3% |
| Admin fee / account holder | $29,555 | $10,396+184.3% | $9,818+201.0% | $12,562+135.3% |