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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 | $20,293 | $54,357-62.7% | $82,706-75.5% | $68,495-70.4% |
| Participation rate | 22.9% | 63.9%-41.0pp | 72.6%-49.6pp | 67.9%-45.0pp |
| Annual return | -20.05% | -13.67%-6.4pp | 701.76%-721.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $662 | $2,218-70.2% | $3,007-78.0% | $2,596-74.5% |
| Participant deferral / active EE | $1,208 | $3,246-62.8% | $4,394-72.5% | $4,028-70.0% |
| Admin fee / account holder | $5,451 | $4,396+24.0% | $5,329+2.3% | $5,403+0.9% |