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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 | $22,099 | $75,962-70.9% | $154,108-85.7% | $64,173-65.6% |
| Participation rate | 19.2% | 70.4%-51.2pp | 83.0%-63.8pp | 69.6%-50.3pp |
| Annual return | -9.06% | 30.32%-39.4pp | 735.21%-744.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $583 | $3,350-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $1,157 | $3,175-63.6% | $5,081-77.2% | $3,470-66.7% |
| Admin fee / account holder | $3,642 | $5,589-34.8% | $13,411-72.8% | $4,887-25.5% |