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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 | $16,360 | $75,832-78.4% | $147,617-88.9% | $59,633-72.6% |
| Participation rate | 42.4% | 71.6%-29.1pp | 84.6%-42.2pp | 68.7%-26.2pp |
| Annual return | -2.83% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $396 | $3,485-88.6% | $5,564-92.9% | $2,203-82.0% |
| Participant deferral / active EE | $1,318 | $3,131-57.9% | $4,895-73.1% | $3,192-58.7% |
| Admin fee / account holder | $613 | $5,986-89.8% | $11,612-94.7% | $4,297-85.7% |