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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 | $19,115 | $107,806-82.3% | $90,655-78.9% | $135,382-85.9% |
| Participation rate | 57.9% | 78.0%-20.2pp | 74.0%-16.1pp | 82.6%-24.7pp |
| Annual return | -10.43% | -0.90%-9.5pp | 1.89%-12.3pp | 519.77%-530.2pp |
| Employer contribution / active EE | $953 | $3,018-68.4% | $2,532-62.3% | $4,779-80.0% |
| Participant deferral / active EE | $3,296 | $3,872-14.9% | $3,425-3.8% | $5,609-41.2% |
| Admin fee / account holder | $981 | $5,931-83.5% | $4,994-80.4% | $10,829-90.9% |