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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 | $13,141 | $77,908-83.1% | $149,696-91.2% | $75,173-82.5% |
| Participation rate | 34.0% | 65.6%-31.6pp | 78.8%-44.8pp | 67.2%-33.2pp |
| Annual return | -3.01% | 31.73%-34.7pp | 134.46%-137.5pp | 160.72%-163.7pp |
| Employer contribution / active EE | $477 | $3,138-84.8% | $4,821-90.1% | $2,671-82.1% |
| Participant deferral / active EE | $945 | $3,411-72.3% | $5,682-83.4% | $4,126-77.1% |
| Admin fee / account holder | $5,103 | $5,950-14.2% | $13,212-61.4% | $5,651-9.7% |