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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 | $10,809 | $58,241-81.4% | $81,780-86.8% | $80,911-86.6% |
| Participation rate | 62.2% | 63.4%-1.3pp | 72.4%-10.2pp | 67.6%-5.5pp |
| Annual return | -2.59% | 41.73%-44.3pp | 776.27%-778.9pp | 35.63%-38.2pp |
| Employer contribution / active EE | $1,131 | $2,343-51.7% | $2,914-61.2% | $2,756-59.0% |
| Participant deferral / active EE | $3,252 | $3,283-0.9% | $4,321-24.7% | $4,297-24.3% |
| Admin fee / account holder | $3,287 | $4,973-33.9% | $7,384-55.5% | $6,935-52.6% |