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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 | $9,895 | $73,839-86.6% | $143,788-93.1% | $68,495-85.6% |
| Participation rate | 53.6% | 66.7%-13.1pp | 80.3%-26.7pp | 67.9%-14.3pp |
| Annual return | -22.97% | 1.01%-24.0pp | -0.03%-22.9pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,155 | $3,184-63.7% | $4,952-76.7% | $2,596-55.5% |
| Participant deferral / active EE | $1,649 | $3,384-51.3% | $5,638-70.8% | $4,028-59.1% |
| Admin fee / account holder | $464 | $5,755-91.9% | $14,675-96.8% | $5,403-91.4% |