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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 | $21,745 | $44,873-51.5% | $79,476-72.6% | $56,287-61.4% |
| Participation rate | 57.7% | 68.7%-11.1pp | 73.3%-15.7pp | 69.9%-12.2pp |
| Annual return | -7.27% | 0.81%-8.1pp | 718.21%-725.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,155 | $2,140-46.0% | $2,800-58.8% | $2,111-45.3% |
| Participant deferral / active EE | $1,489 | $2,746-45.8% | $3,704-59.8% | $3,350-55.6% |
| Admin fee / account holder | $951 | $418+127.3% | $5,113-81.4% | $521+82.6% |