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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 | $27,620 | $68,996-60.0% | $159,991-82.7% | $68,495-59.7% |
| Participation rate | 35.3% | 65.4%-30.1pp | 78.0%-42.7pp | 67.9%-32.6pp |
| Annual return | -19.98% | -9.65%-10.3pp | 408.82%-428.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $685 | $2,212-69.0% | $4,225-83.8% | $2,596-73.6% |
| Participant deferral / active EE | $1,842 | $4,211-56.3% | $6,183-70.2% | $4,028-54.3% |
| Admin fee / account holder | $1,584 | $4,797-67.0% | $8,715-81.8% | $5,403-70.7% |