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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 | $14,903 | $90,486-83.5% | $78,676-81.1% | $273,972-94.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -5.59% | 75.62%-81.2pp | 62.19%-67.8pp | 41.46%-47.0pp |
| Employer contribution / active EE | $425 | $3,175-86.6% | $2,850-85.1% | $4,869-91.3% |
| Participant deferral / active EE | $529 | $3,901-86.4% | $3,517-85.0% | $5,287-90.0% |
| Admin fee / account holder | $854 | $5,263-83.8% | $4,510-81.1% | $10,133-91.6% |