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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 | $21,935 | $58,258-62.3% | $81,820-73.2% | $80,925-72.9% |
| Participation rate | 23.2% | 63.5%-40.2pp | 72.4%-49.2pp | 67.7%-44.4pp |
| Annual return | -9.71% | 41.76%-51.5pp | 777.93%-787.6pp | 35.65%-45.4pp |
| Employer contribution / active EE | $446 | $2,345-81.0% | $2,915-84.7% | $2,756-83.8% |
| Participant deferral / active EE | $2,514 | $3,284-23.4% | $4,323-41.8% | $4,299-41.5% |
| Admin fee / account holder | $2,761 | $4,976-44.5% | $7,391-62.6% | $6,940-60.2% |