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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 | $28,182 | $82,674-65.9% | $125,381-77.5% | $68,486-58.9% |
| Participation rate | 60.9% | 75.1%-14.1pp | 82.4%-21.5pp | 67.9%-7.0pp |
| Annual return | -20.53% | -5.97%-14.6pp | 572.31%-592.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,067 | $3,382-68.5% | $4,815-77.8% | $2,597-58.9% |
| Participant deferral / active EE | $2,676 | $6,111-56.2% | $7,448-64.1% | $4,028-33.5% |
| Admin fee / account holder | $788 | $6,277-87.4% | $10,007-92.1% | $5,404-85.4% |