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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 | $6,001 | $82,324-92.7% | $68,803-91.3% | $134,545-95.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -29.98% | -2.17%-27.8pp | -6.37%-23.6pp | 418.37%-448.4pp |
| Employer contribution / active EE | $743 | $3,302-77.5% | $2,656-72.0% | $4,742-84.3% |
| Participant deferral / active EE | $1,587 | $4,740-66.5% | $3,942-59.7% | $6,401-75.2% |
| Admin fee / account holder | $739 | $6,485-88.6% | $4,936-85.0% | $11,431-93.5% |