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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 | $18,752 | $107,809-82.6% | $90,657-79.3% | $135,380-86.1% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -23.44% | -0.90%-22.5pp | 1.89%-25.3pp | 519.81%-543.2pp |
| Employer contribution / active EE | $1,120 | $3,018-62.9% | $2,532-55.8% | $4,779-76.6% |
| Participant deferral / active EE | $4,200 | $3,872+8.5% | $3,424+22.7% | $5,609-25.1% |
| Admin fee / account holder | $466 | $5,931-92.1% | $4,994-90.7% | $10,828-95.7% |