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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 | $19,794 | $129,959-84.8% | $104,301-81.0% | $134,532-85.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -20.40% | 42.04%-62.4pp | 24.61%-45.0pp | 418.27%-438.7pp |
| Employer contribution / active EE | $932 | $4,185-77.7% | $3,373-72.4% | $4,741-80.4% |
| Participant deferral / active EE | $3,436 | $5,589-38.5% | $4,626-25.7% | $6,401-46.3% |
| Admin fee / account holder | $399 | $9,325-95.7% | $7,340-94.6% | $11,429-96.5% |