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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 | $15,897 | $75,832-79.0% | $147,617-89.2% | $59,633-73.3% |
| Participation rate | 46.2% | 71.6%-25.4pp | 84.6%-38.5pp | 68.7%-22.5pp |
| Annual return | -3.51% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,707 | $3,485-51.0% | $5,564-69.3% | $2,203-22.5% |
| Participant deferral / active EE | $3,632 | $3,131+16.0% | $4,895-25.8% | $3,192+13.8% |
| Admin fee / account holder | $1,336 | $5,986-77.7% | $11,612-88.5% | $4,297-68.9% |