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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 | $17,455 | $91,911-81.0% | $68,612-74.6% | $135,380-87.1% |
| Participation rate | 54.5% | 76.7%-22.2pp | 72.2%-17.7pp | 82.6%-28.1pp |
| Annual return | -12.85% | -8.22%-4.6pp | -4.63%-8.2pp | 519.81%-532.7pp |
| Employer contribution / active EE | $790 | $3,924-79.9% | $2,625-69.9% | $4,779-83.5% |
| Participant deferral / active EE | $2,430 | $4,315-43.7% | $3,311-26.6% | $5,609-56.7% |
| Admin fee / account holder | $4,002 | $9,240-56.7% | $5,131-22.0% | $10,828-63.0% |