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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 | $24,553 | $107,809-77.2% | $90,657-72.9% | $135,380-81.9% |
| Participation rate | 30.8% | 78.0%-47.3pp | 74.0%-43.3pp | 82.6%-51.9pp |
| Annual return | -11.28% | -0.90%-10.4pp | 1.89%-13.2pp | 519.81%-531.1pp |
| Employer contribution / active EE | $322 | $3,018-89.3% | $2,532-87.3% | $4,779-93.3% |
| Participant deferral / active EE | $3,011 | $3,872-22.2% | $3,424-12.1% | $5,609-46.3% |
| Admin fee / account holder | $1,538 | $5,931-74.1% | $4,994-69.2% | $10,828-85.8% |