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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 | $16,219 | $54,355-70.2% | $82,744-80.4% | $68,486-76.3% |
| Participation rate | 32.7% | 63.9%-31.3pp | 72.6%-39.9pp | 67.9%-35.2pp |
| Annual return | -20.22% | -13.67%-6.6pp | 702.22%-722.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $989 | $2,219-55.4% | $3,008-67.1% | $2,597-61.9% |
| Participant deferral / active EE | $1,345 | $3,246-58.6% | $4,395-69.4% | $4,028-66.6% |
| Admin fee / account holder | $1,863 | $4,397-57.6% | $5,325-65.0% | $5,404-65.5% |