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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 | $20,287 | $39,798-49.0% | $67,704-70.0% | $59,633-66.0% |
| Participation rate | 30.0% | 57.4%-27.4pp | 67.5%-37.5pp | 68.7%-38.7pp |
| Annual return | -3.20% | 89.94%-93.1pp | 25.41%-28.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $582 | $1,393-58.2% | $2,559-77.3% | $2,203-73.6% |
| Participant deferral / active EE | $1,318 | $2,335-43.6% | $3,585-63.2% | $3,192-58.7% |
| Admin fee / account holder | $368 | $3,212-88.5% | $4,255-91.4% | $4,297-91.4% |