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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 | $15,192 | $53,546-71.6% | $69,884-78.3% | $68,486-77.8% |
| Participation rate | 44.4% | 64.5%-20.1pp | 70.5%-26.0pp | 67.9%-23.4pp |
| Annual return | -22.43% | -13.87%-8.6pp | 190.81%-213.2pp | -7.85%-14.6pp |
| Employer contribution / active EE | $840 | $2,019-58.4% | $2,560-67.2% | $2,597-67.6% |
| Participant deferral / active EE | $1,904 | $2,957-35.6% | $3,848-50.5% | $4,028-52.7% |
| Admin fee / account holder | $1,232 | $4,693-73.7% | $6,266-80.3% | $5,404-77.2% |