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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 | $17,496 | $75,832-76.9% | $147,617-88.1% | $59,633-70.7% |
| Participation rate | 53.4% | 71.6%-18.2pp | 84.6%-31.2pp | 68.7%-15.3pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $480 | $3,485-86.2% | $5,564-91.4% | $2,203-78.2% |
| Participant deferral / active EE | $1,211 | $3,131-61.3% | $4,895-75.3% | $3,192-62.0% |
| Admin fee / account holder | $4,448 | $5,986-25.7% | $11,612-61.7% | $4,297+3.5% |