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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 | $19,460 | $83,337-76.6% | $67,834-71.3% | $273,972-92.9% |
| Participation rate | 34.8% | 76.4%-41.7pp | 68.8%-34.0pp | 83.0%-48.2pp |
| Annual return | -0.80% | 259.45%-260.2pp | 138.47%-139.3pp | 41.46%-42.3pp |
| Employer contribution / active EE | $499 | $3,287-84.8% | $2,403-79.2% | $4,869-89.8% |
| Participant deferral / active EE | $1,022 | $4,088-75.0% | $3,160-67.6% | $5,287-80.7% |
| Admin fee / account holder | $1,074 | $6,752-84.1% | $4,622-76.8% | $10,133-89.4% |