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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 | $17,456 | $57,352-69.6% | $83,831-79.2% | $64,173-72.8% |
| Participation rate | 31.9% | 68.6%-36.7pp | 76.1%-44.3pp | 69.6%-37.7pp |
| Annual return | -11.55% | 11.38%-22.9pp | 850.99%-862.5pp | 7.63%-19.2pp |
| Employer contribution / active EE | $686 | $2,546-73.1% | $3,631-81.1% | $2,381-71.2% |
| Participant deferral / active EE | $1,314 | $2,993-56.1% | $4,082-67.8% | $3,470-62.1% |
| Admin fee / account holder | $1,532 | $4,046-62.1% | $5,479-72.0% | $4,887-68.7% |