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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 | $19,858 | $133,981-85.2% | $112,249-82.3% | $134,532-85.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -25.46% | 47.16%-72.6pp | 27.48%-52.9pp | 418.27%-443.7pp |
| Employer contribution / active EE | $842 | $4,040-79.2% | $3,636-76.8% | $4,741-82.2% |
| Participant deferral / active EE | $1,709 | $5,292-67.7% | $4,729-63.9% | $6,401-73.3% |
| Admin fee / account holder | $1,226 | $7,492-83.6% | $6,412-80.9% | $11,429-89.3% |