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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 | $11,380 | $95,917-88.1% | $79,583-85.7% | $134,545-91.5% |
| Participation rate | 47.8% | 75.0%-27.2pp | 69.5%-21.7pp | 81.2%-33.4pp |
| Annual return | -22.66% | -2.70%-20.0pp | 0.16%-22.8pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,209 | $3,129-61.4% | $2,414-49.9% | $4,742-74.5% |
| Participant deferral / active EE | $2,106 | $4,694-55.1% | $3,986-47.2% | $6,401-67.1% |
| Admin fee / account holder | $674 | $9,132-92.6% | $6,835-90.1% | $11,431-94.1% |