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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 | $25,932 | $75,935-65.9% | $60,547-57.2% | $125,388-79.3% |
| Participation rate | 37.5% | 76.5%-39.0pp | 68.0%-30.5pp | 83.2%-45.7pp |
| Annual return | -16.49% | -5.38%-11.1pp | 335.64%-352.1pp | 282.24%-298.7pp |
| Employer contribution / active EE | $786 | $3,438-77.2% | $2,419-67.5% | $4,866-83.9% |
| Participant deferral / active EE | $2,480 | $4,506-45.0% | $3,328-25.5% | $5,352-53.7% |
| Admin fee / account holder | $387 | $6,768-94.3% | $4,536-91.5% | $9,541-95.9% |