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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 | $24,081 | $77,638-69.0% | $156,551-84.6% | $62,881-61.7% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | -1.83% | 50.33%-52.2pp | 32.23%-34.1pp | 20.14%-22.0pp |
| Employer contribution / active EE | $533 | $3,444-84.5% | $5,501-90.3% | $2,281-76.6% |
| Participant deferral / active EE | $2,616 | $3,046-14.1% | $4,871-46.3% | $3,203-18.3% |
| Admin fee / account holder | $1,451 | $5,561-73.9% | $13,028-88.9% | $4,296-66.2% |