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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 | $22,759 | $84,518-73.1% | $67,704-66.4% | $125,388-81.8% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -4.15% | 2.57%-6.7pp | 25.41%-29.6pp | 282.24%-286.4pp |
| Employer contribution / active EE | $6,089 | $3,292+84.9% | $2,559+137.9% | $4,866+25.1% |
| Participant deferral / active EE | $687 | $4,430-84.5% | $3,585-80.8% | $5,352-87.2% |
| Admin fee / account holder | $564 | $5,340-89.4% | $4,255-86.7% | $9,541-94.1% |