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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 | $21,971 | $77,817-71.8% | $123,553-82.2% | $64,173-65.8% |
| Participation rate | 68.8% | 74.7%-5.9pp | 82.3%-13.5pp | 69.6%-0.7pp |
| Annual return | -14.11% | 12.49%-26.6pp | 119.21%-133.3pp | 7.63%-21.7pp |
| Employer contribution / active EE | $2,059 | $3,014-31.7% | $4,628-55.5% | $2,381-13.5% |
| Participant deferral / active EE | $4,333 | $5,240-17.3% | $6,426-32.6% | $3,470+24.9% |
| Admin fee / account holder | $975 | $5,519-82.3% | $9,284-89.5% | $4,887-80.0% |