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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 | $11,144 | $69,541-84.0% | $59,899-81.4% | $135,380-91.8% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.7%-33.0pp | 82.6%-41.0pp |
| Annual return | -14.53% | 7.95%-22.5pp | 3.46%-18.0pp | 519.81%-534.3pp |
| Employer contribution / active EE | $996 | $3,236-69.2% | $2,723-63.4% | $4,779-79.2% |
| Participant deferral / active EE | $4,427 | $4,206+5.3% | $3,402+30.1% | $5,609-21.1% |
| Admin fee / account holder | $3,591 | $5,737-37.4% | $3,5920% | $10,828-66.8% |