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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 | $31,204 | $72,404-56.9% | $110,243-71.7% | $64,173-51.4% |
| Participation rate | 45.2% | 73.3%-28.2pp | 79.8%-34.7pp | 69.6%-24.4pp |
| Annual return | -8.15% | -6.29%-1.9pp | 314.76%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $581 | $2,282-74.5% | $3,827-84.8% | $2,381-75.6% |
| Participant deferral / active EE | $1,716 | $3,469-50.5% | $4,672-63.3% | $3,470-50.5% |
| Admin fee / account holder | $474 | $5,664-91.6% | $8,548-94.5% | $4,887-90.3% |