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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 | $25,218 | $49,177-48.7% | $79,466-68.3% | $64,173-60.7% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.1pp | 69.6%-26.3pp |
| Annual return | -10.60% | -1.16%-9.4pp | 718.28%-728.9pp | 7.63%-18.2pp |
| Employer contribution / active EE | $872 | $2,076-58.0% | $2,800-68.9% | $2,381-63.4% |
| Participant deferral / active EE | $4,064 | $2,821+44.1% | $3,704+9.7% | $3,470+17.1% |
| Admin fee / account holder | $1,250 | $3,839-67.4% | $5,104-75.5% | $4,887-74.4% |