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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 | $24,505 | $75,828-67.7% | $147,617-83.4% | $59,632-58.9% |
| Participation rate | 35.7% | 71.6%-35.9pp | 84.6%-48.9pp | 68.7%-33.0pp |
| Annual return | -3.44% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.32%-2044.8pp |
| Employer contribution / active EE | $987 | $3,485-71.7% | $5,565-82.3% | $2,203-55.2% |
| Participant deferral / active EE | $1,691 | $3,130-46.0% | $4,895-65.5% | $3,192-47.0% |
| Admin fee / account holder | $2,033 | $5,985-66.0% | $11,611-82.5% | $4,297-52.7% |