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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 | $37,656 | $57,352-34.3% | $83,831-55.1% | $64,173-41.3% |
| Participation rate | 20.5% | 68.6%-48.1pp | 76.1%-55.6pp | 69.6%-49.1pp |
| Annual return | -11.40% | 11.38%-22.8pp | 850.99%-862.4pp | 7.63%-19.0pp |
| Employer contribution / active EE | $589 | $2,546-76.9% | $3,631-83.8% | $2,381-75.3% |
| Participant deferral / active EE | $2,312 | $2,993-22.8% | $4,082-43.4% | $3,470-33.4% |
| Admin fee / account holder | $460 | $4,046-88.6% | $5,479-91.6% | $4,887-90.6% |