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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 | $15,840 | $75,832-79.1% | $147,617-89.3% | $59,633-73.4% |
| Participation rate | 51.5% | 71.6%-20.0pp | 84.6%-33.1pp | 68.7%-17.2pp |
| Annual return | -3.42% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,162 | $3,485-66.7% | $5,564-79.1% | $2,203-47.3% |
| Participant deferral / active EE | $2,417 | $3,131-22.8% | $4,895-50.6% | $3,192-24.3% |
| Admin fee / account holder | $2,753 | $5,986-54.0% | $11,612-76.3% | $4,297-35.9% |