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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 | $23,795 | $95,975-75.2% | $74,549-68.1% | $135,379-82.4% |
| Participation rate | 31.8% | 75.7%-43.8pp | 69.1%-37.3pp | 82.6%-50.8pp |
| Annual return | -9.89% | 56.96%-66.9pp | 32.53%-42.4pp | 519.79%-529.7pp |
| Employer contribution / active EE | $357 | $2,716-86.9% | $1,961-81.8% | $4,779-92.5% |
| Participant deferral / active EE | $1,238 | $3,844-67.8% | $3,108-60.2% | $5,609-77.9% |
| Admin fee / account holder | $404 | $6,522-93.8% | $5,059-92.0% | $10,828-96.3% |