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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 | $12,644 | $95,188-86.7% | $76,518-83.5% | $135,380-90.7% |
| Participation rate | 42.1% | 74.4%-32.3pp | 68.0%-25.9pp | 82.6%-40.5pp |
| Annual return | -10.60% | 4.85%-15.5pp | -0.27%-10.3pp | 519.81%-530.4pp |
| Employer contribution / active EE | $997 | $3,303-69.8% | $2,647-62.3% | $4,779-79.1% |
| Participant deferral / active EE | $1,206 | $4,640-74.0% | $3,836-68.5% | $5,609-78.5% |
| Admin fee / account holder | $466 | $6,249-92.5% | $4,849-90.4% | $10,828-95.7% |