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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 | $23,338 | $53,546-56.4% | $69,884-66.6% | $68,486-65.9% |
| Participation rate | 55.2% | 64.5%-9.4pp | 70.5%-15.3pp | 67.9%-12.7pp |
| Annual return | -21.80% | -13.87%-7.9pp | 190.81%-212.6pp | -7.85%-13.9pp |
| Employer contribution / active EE | $664 | $2,019-67.1% | $2,560-74.1% | $2,597-74.4% |
| Participant deferral / active EE | $1,587 | $2,957-46.3% | $3,848-58.7% | $4,028-60.6% |
| Admin fee / account holder | $9,020 | $4,693+92.2% | $6,266+43.9% | $5,404+66.9% |