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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 | $38,141 | $57,350-33.5% | $83,850-54.5% | $64,181-40.6% |
| Participation rate | 19.2% | 68.6%-49.4pp | 76.1%-56.9pp | 69.6%-50.3pp |
| Annual return | -13.50% | 11.38%-24.9pp | 850.92%-864.4pp | 7.63%-21.1pp |
| Employer contribution / active EE | $563 | $2,545-77.9% | $3,631-84.5% | $2,381-76.3% |
| Participant deferral / active EE | $1,753 | $2,993-41.4% | $4,082-57.1% | $3,470-49.5% |
| Admin fee / account holder | $791 | $4,046-80.4% | $5,478-85.6% | $4,887-83.8% |