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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 | $26,565 | $75,832-65.0% | $147,617-82.0% | $59,633-55.5% |
| Participation rate | 56.3% | 71.6%-15.3pp | 84.6%-28.4pp | 68.7%-12.4pp |
| Annual return | -2.94% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $643 | $3,485-81.6% | $5,564-88.5% | $2,203-70.8% |
| Participant deferral / active EE | $1,349 | $3,131-56.9% | $4,895-72.4% | $3,192-57.7% |
| Admin fee / account holder | $762 | $5,986-87.3% | $11,612-93.4% | $4,297-82.3% |