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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 | $26,229 | $93,117-71.8% | $77,096-66.0% | $134,532-80.5% |
| Participation rate | 61.5% | 74.5%-13.0pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -21.56% | 62.67%-84.2pp | 42.35%-63.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $504 | $3,420-85.3% | $2,814-82.1% | $4,741-89.4% |
| Participant deferral / active EE | $4,119 | $5,241-21.4% | $4,429-7.0% | $6,401-35.7% |
| Admin fee / account holder | $619 | $6,948-91.1% | $5,428-88.6% | $11,429-94.6% |