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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 | $58,234-69.6% | $81,783-78.3% | $80,874-78.1% |
| Participation rate | 21.2% | 63.4%-42.2pp | 72.4%-51.1pp | 67.6%-46.4pp |
| Annual return | -0.16% | 41.70%-41.9pp | 775.05%-775.2pp | 35.62%-35.8pp |
| Employer contribution / active EE | $338 | $2,341-85.6% | $2,913-88.4% | $2,756-87.7% |
| Participant deferral / active EE | $1,581 | $3,283-51.8% | $4,320-63.4% | $4,297-63.2% |
| Admin fee / account holder | $1,800 | $4,982-63.9% | $7,380-75.6% | $6,935-74.0% |