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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 | $17,711 | $58,311-69.6% | $81,882-78.4% | $80,959-78.1% |
| Participation rate | 21.2% | 63.5%-42.3pp | 72.4%-51.2pp | 67.7%-46.5pp |
| Annual return | -0.16% | 41.85%-42.0pp | 779.47%-779.6pp | 35.67%-35.8pp |
| Employer contribution / active EE | $338 | $2,347-85.6% | $2,916-88.4% | $2,757-87.7% |
| Participant deferral / active EE | $1,581 | $3,287-51.9% | $4,323-63.4% | $4,300-63.2% |
| Admin fee / account holder | $1,800 | $4,752-62.1% | $7,360-75.5% | $6,925-74.0% |