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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 | $29,468 | $69,012-57.3% | $160,009-81.6% | $68,486-57.0% |
| Participation rate | 56.1% | 65.4%-9.3pp | 78.0%-21.9pp | 67.9%-11.8pp |
| Annual return | -21.20% | -9.65%-11.6pp | 408.85%-430.0pp | -7.85%-13.3pp |
| Employer contribution / active EE | $872 | $2,212-60.6% | $4,225-79.4% | $2,597-66.4% |
| Participant deferral / active EE | $1,477 | $4,212-64.9% | $6,183-76.1% | $4,028-63.3% |
| Admin fee / account holder | $2,882 | $4,798-39.9% | $8,715-66.9% | $5,404-46.7% |