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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 | $22,223 | $106,551-79.1% | $91,225-75.6% | $134,532-83.5% |
| Participation rate | 29.4% | 76.8%-47.4pp | 73.2%-43.8pp | 81.2%-51.8pp |
| Annual return | -21.20% | 160.78%-182.0pp | 114.12%-135.3pp | 418.27%-439.5pp |
| Employer contribution / active EE | $660 | $3,331-80.2% | $2,851-76.8% | $4,741-86.1% |
| Participant deferral / active EE | $1,788 | $4,718-62.1% | $4,233-57.8% | $6,401-72.1% |
| Admin fee / account holder | $696 | $6,234-88.8% | $5,422-87.2% | $11,429-93.9% |