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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 | $22,591 | $103,038-78.1% | $90,324-75.0% | $152,909-85.2% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.5%-55.2pp |
| Annual return | -14.05% | 95.25%-109.3pp | 78.15%-92.2pp | 345.46%-359.5pp |
| Employer contribution / active EE | $816 | $3,141-74.0% | $2,856-71.4% | $4,764-82.9% |
| Participant deferral / active EE | $1,827 | $4,282-57.3% | $3,885-53.0% | $5,851-68.8% |
| Admin fee / account holder | $4,816 | $6,177-22.0% | $5,356-10.1% | $11,601-58.5% |