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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 | $20,086 | $75,832-73.5% | $147,617-86.4% | $59,633-66.3% |
| Participation rate | 50.6% | 71.6%-21.0pp | 84.6%-34.0pp | 68.7%-18.1pp |
| Annual return | -3.85% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $655 | $3,485-81.2% | $5,564-88.2% | $2,203-70.3% |
| Participant deferral / active EE | $1,164 | $3,131-62.8% | $4,895-76.2% | $3,192-63.5% |
| Admin fee / account holder | $342 | $5,986-94.3% | $11,612-97.1% | $4,297-92.0% |