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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 | $15,744 | $54,355-71.0% | $82,744-81.0% | $68,486-77.0% |
| Participation rate | 63.6% | 63.9%-0.3pp | 72.6%-8.9pp | 67.9%-4.3pp |
| Annual return | -20.16% | -13.67%-6.5pp | 702.22%-722.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,017 | $2,219-54.2% | $3,008-66.2% | $2,597-60.8% |
| Participant deferral / active EE | $1,935 | $3,246-40.4% | $4,395-56.0% | $4,028-52.0% |
| Admin fee / account holder | $385 | $4,397-91.2% | $5,325-92.8% | $5,404-92.9% |