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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 | $16,136 | $75,832-78.7% | $147,617-89.1% | $59,633-72.9% |
| Participation rate | 56.8% | 71.6%-14.8pp | 84.6%-27.8pp | 68.7%-11.9pp |
| Annual return | -2.90% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $967 | $3,485-72.2% | $5,564-82.6% | $2,203-56.1% |
| Participant deferral / active EE | $1,489 | $3,131-52.4% | $4,895-69.6% | $3,192-53.3% |
| Admin fee / account holder | $1,327 | $5,986-77.8% | $11,612-88.6% | $4,297-69.1% |