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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 | $18,900 | $57,352-67.0% | $83,831-77.5% | $64,173-70.5% |
| Participation rate | 27.5% | 68.6%-41.1pp | 76.1%-48.6pp | 69.6%-42.1pp |
| Annual return | -14.59% | 11.38%-26.0pp | 850.99%-865.6pp | 7.63%-22.2pp |
| Employer contribution / active EE | $821 | $2,546-67.8% | $3,631-77.4% | $2,381-65.5% |
| Participant deferral / active EE | $1,513 | $2,993-49.4% | $4,082-62.9% | $3,470-56.4% |
| Admin fee / account holder | $822 | $4,046-79.7% | $5,479-85.0% | $4,887-83.2% |