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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 | $14,002 | $75,832-81.5% | $147,617-90.5% | $59,633-76.5% |
| Participation rate | 44.8% | 71.6%-26.7pp | 84.6%-39.8pp | 68.7%-23.8pp |
| Annual return | -7.76% | 0.37%-8.1pp | 61.98%-69.7pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $910 | $3,485-73.9% | $5,564-83.7% | $2,203-58.7% |
| Participant deferral / active EE | $1,461 | $3,131-53.3% | $4,895-70.1% | $3,192-54.2% |
| Admin fee / account holder | $802 | $5,986-86.6% | $11,612-93.1% | $4,297-81.3% |