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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 | $25,517 | $95,979-73.4% | $74,551-65.8% | $135,380-81.2% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -12.62% | 56.97%-69.6pp | 32.53%-45.2pp | 519.81%-532.4pp |
| Employer contribution / active EE | $727 | $2,716-73.2% | $1,961-62.9% | $4,779-84.8% |
| Participant deferral / active EE | $780 | $3,844-79.7% | $3,108-74.9% | $5,609-86.1% |
| Admin fee / account holder | $387 | $6,522-94.1% | $5,059-92.4% | $10,828-96.4% |