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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 | $24,284 | $107,809-77.5% | $90,657-73.2% | $135,380-82.1% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -9.96% | -0.90%-9.1pp | 1.89%-11.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $254 | $3,018-91.6% | $2,532-90.0% | $4,779-94.7% |
| Participant deferral / active EE | $503 | $3,872-87.0% | $3,424-85.3% | $5,609-91.0% |
| Admin fee / account holder | $2,532 | $5,931-57.3% | $4,994-49.3% | $10,828-76.6% |