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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 | $38,300 | $211,946-81.9% | $169,452-77.4% | $135,380-71.7% |
| Participation rate | 17.6% | 82.6%-65.0pp | 77.8%-60.1pp | 82.6%-65.0pp |
| Annual return | -9.80% | 3.26%-13.1pp | 1.83%-11.6pp | 519.81%-529.6pp |
| Employer contribution / active EE | $517 | $5,117-89.9% | $4,157-87.6% | $4,779-89.2% |
| Participant deferral / active EE | $1,081 | $6,075-82.2% | $5,277-79.5% | $5,609-80.7% |
| Admin fee / account holder | $2,106 | $11,472-81.6% | $9,110-76.9% | $10,828-80.6% |