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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 | $52,113 | $53,128-1.9% | $86,582-39.8% | $70,126-25.7% |
| Participation rate | 24.4% | 65.3%-40.9pp | 73.5%-49.2pp | 69.5%-45.2pp |
| Annual return | -6.63% | 27.66%-34.3pp | 965.08%-971.7pp | 73.15%-79.8pp |
| Employer contribution / active EE | $282 | $2,068-86.4% | $2,839-90.1% | $2,343-88.0% |
| Participant deferral / active EE | $1,008 | $2,695-62.6% | $3,609-72.1% | $3,332-69.7% |
| Admin fee / account holder | $10,680 | $3,584+198.0% | $4,904+117.8% | $4,645+129.9% |