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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 | $16,431 | $75,832-78.3% | $147,617-88.9% | $59,633-72.4% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -6.70% | 0.37%-7.1pp | 61.98%-68.7pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $825 | $3,485-76.3% | $5,564-85.2% | $2,203-62.5% |
| Participant deferral / active EE | $2,391 | $3,131-23.6% | $4,895-51.2% | $3,192-25.1% |
| Admin fee / account holder | $800 | $5,986-86.6% | $11,612-93.1% | $4,297-81.4% |