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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 | $22,806 | $95,895-76.2% | $79,576-71.3% | $134,509-83.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -25.88% | -2.72%-23.2pp | 0.15%-26.0pp | 418.13%-444.0pp |
| Employer contribution / active EE | $965 | $3,128-69.2% | $2,413-60.0% | $4,741-79.7% |
| Participant deferral / active EE | $2,336 | $4,693-50.2% | $3,985-41.4% | $6,400-63.5% |
| Admin fee / account holder | $316 | $9,129-96.5% | $6,834-95.4% | $11,427-97.2% |