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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 | $15,701 | $97,078-83.8% | $103,065-84.8% | $145,897-89.2% |
| Participation rate | 38.1% | 81.1%-43.1pp | 80.6%-42.5pp | 80.3%-42.2pp |
| Annual return | -7.42% | 25.49%-32.9pp | 23.95%-31.4pp | 552.29%-559.7pp |
| Employer contribution / active EE | $1,469 | $4,680-68.6% | $4,675-68.6% | $4,663-68.5% |
| Participant deferral / active EE | $2,081 | $6,601-68.5% | $6,625-68.6% | $6,689-68.9% |
| Admin fee / account holder | $1,681 | $12,505-86.6% | $9,349-82.0% | $13,390-87.4% |