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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 | $13,945 | $70,366-80.2% | $66,674-79.1% | $138,895-90.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | -1.53% | 386.41%-387.9pp | 321.24%-322.8pp | 145.39%-146.9pp |
| Employer contribution / active EE | $1,757 | $2,765-36.5% | $2,620-33.0% | $4,194-58.1% |
| Participant deferral / active EE | $3,095 | $4,374-29.2% | $4,084-24.2% | $6,396-51.6% |
| Admin fee / account holder | $13,828 | $5,262+162.8% | $5,098+171.2% | $12,562+10.1% |