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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 | $20,263 | $39,798-49.1% | $67,704-70.1% | $59,633-66.0% |
| Participation rate | 16.7% | 57.4%-40.7pp | 67.5%-50.9pp | 68.7%-52.0pp |
| Annual return | -3.86% | 89.94%-93.8pp | 25.41%-29.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $598 | $1,393-57.0% | $2,559-76.6% | $2,203-72.8% |
| Participant deferral / active EE | $981 | $2,335-58.0% | $3,585-72.6% | $3,192-69.3% |
| Admin fee / account holder | $2,987 | $3,212-7.0% | $4,255-29.8% | $4,297-30.5% |