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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 | $30,147 | $82,678-63.5% | $125,391-76.0% | $68,490-56.0% |
| Participation rate | 26.7% | 75.1%-48.4pp | 82.4%-55.7pp | 67.9%-41.2pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.41%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $935 | $3,382-72.4% | $4,816-80.6% | $2,597-64.0% |
| Participant deferral / active EE | $2,867 | $6,111-53.1% | $7,448-61.5% | $4,028-28.8% |
| Admin fee / account holder | $470 | $6,277-92.5% | $10,009-95.3% | $5,403-91.3% |