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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 | $14,867 | $95,915-84.5% | $79,580-81.3% | $134,532-88.9% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -46.95% | -2.71%-44.2pp | 0.15%-47.1pp | 418.27%-465.2pp |
| Employer contribution / active EE | $849 | $3,129-72.9% | $2,413-64.8% | $4,741-82.1% |
| Participant deferral / active EE | $3,716 | $4,693-20.8% | $3,985-6.8% | $6,401-42.0% |
| Admin fee / account holder | $1,432 | $9,132-84.3% | $6,835-79.0% | $11,429-87.5% |