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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 | $33,377 | $95,188-64.9% | $76,518-56.4% | $135,379-75.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -12.05% | 4.85%-16.9pp | -0.27%-11.8pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,038 | $3,303-68.6% | $2,647-60.8% | $4,779-78.3% |
| Participant deferral / active EE | $12,333 | $4,640+165.8% | $3,836+221.5% | $5,609+119.9% |
| Admin fee / account holder | $548 | $6,249-91.2% | $4,849-88.7% | $10,828-94.9% |