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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 | $23,470 | $30,732-23.6% | $59,496-60.6% | $59,633-60.6% |
| Participation rate | 28.3% | 43.2%-14.9pp | 54.6%-26.3pp | 68.7%-40.4pp |
| Annual return | -6.40% | 4.47%-10.9pp | 182.05%-188.4pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $130 | $631-79.4% | $1,153-88.7% | $2,203-94.1% |
| Participant deferral / active EE | $524 | $1,183-55.7% | $1,829-71.4% | $3,192-83.6% |
| Admin fee / account holder | $1,231 | $2,136-42.4% | $2,232-44.9% | $4,297-71.4% |