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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 | $23,196 | $107,809-78.5% | $90,657-74.4% | $135,380-82.9% |
| Participation rate | 35.3% | 78.0%-42.7pp | 74.0%-38.7pp | 82.6%-47.3pp |
| Annual return | -13.46% | -0.90%-12.6pp | 1.89%-15.4pp | 519.81%-533.3pp |
| Employer contribution / active EE | $1,267 | $3,018-58.0% | $2,532-49.9% | $4,779-73.5% |
| Participant deferral / active EE | $1,654 | $3,872-57.3% | $3,424-51.7% | $5,609-70.5% |
| Admin fee / account holder | $317 | $5,931-94.7% | $4,994-93.7% | $10,828-97.1% |