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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 | $26,852 | $73,102-63.3% | $123,552-78.3% | $56,287-52.3% |
| Participation rate | 48.0% | 74.3%-26.3pp | 82.3%-34.3pp | 69.9%-21.8pp |
| Annual return | -10.17% | 3.01%-13.2pp | 119.20%-129.4pp | -9.96%-0.2pp |
| Employer contribution / active EE | $3,445 | $2,977+15.7% | $4,628-25.6% | $2,111+63.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $912 | $554+64.7% | $9,285-90.2% | $521+75.1% |