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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 | $29,874 | $211,946-85.9% | $169,452-82.4% | $135,379-77.9% |
| Participation rate | 52.6% | 82.6%-30.0pp | 77.8%-25.2pp | 82.6%-30.0pp |
| Annual return | -11.55% | 3.26%-14.8pp | 1.83%-13.4pp | 519.79%-531.3pp |
| Employer contribution / active EE | $806 | $5,117-84.2% | $4,157-80.6% | $4,779-83.1% |
| Participant deferral / active EE | $2,333 | $6,075-61.6% | $5,277-55.8% | $5,609-58.4% |
| Admin fee / account holder | $769 | $11,472-93.3% | $9,110-91.6% | $10,828-92.9% |