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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 | $18,913 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | -54.97% | 74.59%-129.6pp | 66.58%-121.5pp | 220.34%-275.3pp |
| Employer contribution / active EE | $1,552 | $4,804-67.7% | $4,554-65.9% | $4,156-62.7% |
| Participant deferral / active EE | $3,842 | $8,216-53.2% | $7,897-51.3% | $6,407-40.0% |
| Admin fee / account holder | $425 | $14,344-97.0% | $13,129-96.8% | $12,270-96.5% |