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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 | $26,409 | $43,730-39.6% | $121,208-78.2% | $64,181-58.9% |
| Participation rate | 15.5% | 58.3%-42.8pp | 71.8%-56.2pp | 69.6%-54.1pp |
| Annual return | -10.49% | 68.94%-79.4pp | 16.93%-27.4pp | 7.63%-18.1pp |
| Employer contribution / active EE | $527 | $1,297-59.4% | $4,023-86.9% | $2,381-77.9% |
| Participant deferral / active EE | $1,108 | $2,281-51.4% | $3,345-66.9% | $3,470-68.1% |
| Admin fee / account holder | $889 | $3,502-74.6% | $5,020-82.3% | $4,887-81.8% |