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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 | $12,393 | $85,790-85.6% | $67,313-81.6% | $135,379-90.8% |
| Participation rate | 64.7% | 76.5%-11.8pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -11.51% | -0.54%-11.0pp | -4.08%-7.4pp | 519.79%-531.3pp |
| Employer contribution / active EE | $1,315 | $3,487-62.3% | $2,566-48.7% | $4,779-72.5% |
| Participant deferral / active EE | $4,277 | $4,651-8.0% | $3,568+19.9% | $5,609-23.7% |
| Admin fee / account holder | $1,414 | $6,392-77.9% | $4,507-68.6% | $10,828-86.9% |