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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 | $15,645 | $39,162-60.1% | $100,671-84.5% | $59,633-73.8% |
| Participation rate | 23.5% | 55.9%-32.3pp | 70.7%-47.2pp | 68.7%-45.1pp |
| Annual return | -6.93% | 21.07%-28.0pp | 20.43%-27.4pp | 2041.45%-2048.4pp |
| Employer contribution / active EE | $213 | $1,151-81.5% | $4,012-94.7% | $2,203-90.3% |
| Participant deferral / active EE | $853 | $1,992-57.2% | $3,144-72.9% | $3,192-73.3% |
| Admin fee / account holder | $5,017 | $2,969+69.0% | $4,850+3.5% | $4,297+16.8% |