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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 | $18,011 | $68,996-73.9% | $159,991-88.7% | $68,495-73.7% |
| Participation rate | 28.8% | 65.4%-36.6pp | 78.0%-49.1pp | 67.9%-39.0pp |
| Annual return | -20.16% | -9.65%-10.5pp | 408.82%-429.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $575 | $2,212-74.0% | $4,225-86.4% | $2,596-77.8% |
| Participant deferral / active EE | $1,975 | $4,211-53.1% | $6,183-68.0% | $4,028-51.0% |
| Admin fee / account holder | $2,499 | $4,797-47.9% | $8,715-71.3% | $5,403-53.8% |