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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 | $17,291 | $95,917-82.0% | $79,583-78.3% | $134,545-87.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -23.50% | -2.70%-20.8pp | 0.16%-23.7pp | 418.37%-441.9pp |
| Employer contribution / active EE | $2,460 | $3,129-21.4% | $2,414+1.9% | $4,742-48.1% |
| Participant deferral / active EE | $4,184 | $4,694-10.9% | $3,986+5.0% | $6,401-34.6% |
| Admin fee / account holder | $24,404 | $9,132+167.2% | $6,835+257.0% | $11,431+113.5% |