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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 | $18,481 | $57,352-67.8% | $83,831-78.0% | $64,173-71.2% |
| Participation rate | 31.8% | 68.6%-36.8pp | 76.1%-44.3pp | 69.6%-37.8pp |
| Annual return | -11.08% | 11.38%-22.5pp | 850.99%-862.1pp | 7.63%-18.7pp |
| Employer contribution / active EE | $743 | $2,546-70.8% | $3,631-79.5% | $2,381-68.8% |
| Participant deferral / active EE | $1,467 | $2,993-51.0% | $4,082-64.1% | $3,470-57.7% |
| Admin fee / account holder | $1,064 | $4,046-73.7% | $5,479-80.6% | $4,887-78.2% |