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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 | $17,884 | $95,915-81.4% | $79,580-77.5% | $134,532-86.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -26.18% | -2.71%-23.5pp | 0.15%-26.3pp | 418.27%-444.4pp |
| Employer contribution / active EE | $2,240 | $3,129-28.4% | $2,413-7.2% | $4,741-52.7% |
| Participant deferral / active EE | $3,378 | $4,693-28.0% | $3,985-15.2% | $6,401-47.2% |
| Admin fee / account holder | $542 | $9,132-94.1% | $6,835-92.1% | $11,429-95.3% |