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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 | $18,307 | $82,314-77.8% | $68,808-73.4% | $134,532-86.4% |
| Participation rate | 23.5% | 75.1%-51.5pp | 69.0%-45.5pp | 81.2%-57.7pp |
| Annual return | -22.15% | -2.18%-20.0pp | -6.37%-15.8pp | 418.27%-440.4pp |
| Employer contribution / active EE | $617 | $3,301-81.3% | $2,656-76.8% | $4,741-87.0% |
| Participant deferral / active EE | $1,630 | $4,740-65.6% | $3,942-58.7% | $6,401-74.5% |
| Admin fee / account holder | $714 | $6,484-89.0% | $4,936-85.5% | $11,429-93.8% |