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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 | $26,665 | $53,546-50.2% | $69,884-61.8% | $68,486-61.1% |
| Participation rate | 41.4% | 64.5%-23.2pp | 70.5%-29.1pp | 67.9%-26.5pp |
| Annual return | -20.84% | -13.87%-7.0pp | 190.81%-211.7pp | -7.85%-13.0pp |
| Employer contribution / active EE | $584 | $2,019-71.1% | $2,560-77.2% | $2,597-77.5% |
| Participant deferral / active EE | $2,451 | $2,957-17.1% | $3,848-36.3% | $4,028-39.1% |
| Admin fee / account holder | $973 | $4,693-79.3% | $6,266-84.5% | $5,404-82.0% |