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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 | $20,996 | $77,638-73.0% | $156,551-86.6% | $62,881-66.6% |
| Participation rate | 53.0% | 71.2%-18.2pp | 84.0%-31.0pp | 69.3%-16.3pp |
| Annual return | -5.43% | 50.33%-55.8pp | 32.23%-37.7pp | 20.14%-25.6pp |
| Employer contribution / active EE | $578 | $3,444-83.2% | $5,501-89.5% | $2,281-74.7% |
| Participant deferral / active EE | $1,583 | $3,046-48.0% | $4,871-67.5% | $3,203-50.6% |
| Admin fee / account holder | $4,776 | $5,561-14.1% | $13,028-63.3% | $4,296+11.2% |