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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 | $22,494 | $54,355-58.6% | $82,744-72.8% | $68,486-67.2% |
| Participation rate | 25.8% | 63.9%-38.1pp | 72.6%-46.8pp | 67.9%-42.1pp |
| Annual return | -20.62% | -13.67%-7.0pp | 702.22%-722.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $824 | $2,219-62.9% | $3,008-72.6% | $2,597-68.3% |
| Participant deferral / active EE | $2,277 | $3,246-29.9% | $4,395-48.2% | $4,028-43.5% |
| Admin fee / account holder | $422 | $4,397-90.4% | $5,325-92.1% | $5,404-92.2% |