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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 | $18,418 | $54,357-66.1% | $82,706-77.7% | $68,495-73.1% |
| Participation rate | 52.8% | 63.9%-11.1pp | 72.6%-19.8pp | 67.9%-15.1pp |
| Annual return | -21.66% | -13.67%-8.0pp | 701.76%-723.4pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,227 | $2,218-44.7% | $3,007-59.2% | $2,596-52.8% |
| Participant deferral / active EE | $1,910 | $3,246-41.2% | $4,394-56.5% | $4,028-52.6% |
| Admin fee / account holder | $1,774 | $4,396-59.7% | $5,329-66.7% | $5,403-67.2% |