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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 | $17,690 | $85,790-79.4% | $67,313-73.7% | $135,379-86.9% |
| Participation rate | 46.7% | 76.5%-29.8pp | 69.1%-22.4pp | 82.6%-36.0pp |
| Annual return | -10.29% | -0.54%-9.7pp | -4.08%-6.2pp | 519.79%-530.1pp |
| Employer contribution / active EE | $749 | $3,487-78.5% | $2,566-70.8% | $4,779-84.3% |
| Participant deferral / active EE | $2,507 | $4,651-46.1% | $3,568-29.7% | $5,609-55.3% |
| Admin fee / account holder | $6,398 | $6,392+0.1% | $4,507+42.0% | $10,828-40.9% |