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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 | $30,559 | $69,012-55.7% | $160,009-80.9% | $68,486-55.4% |
| Participation rate | 28.9% | 65.4%-36.5pp | 78.0%-49.1pp | 67.9%-39.0pp |
| Annual return | -26.40% | -9.65%-16.7pp | 408.85%-435.2pp | -7.85%-18.5pp |
| Employer contribution / active EE | $781 | $2,212-64.7% | $4,225-81.5% | $2,597-69.9% |
| Participant deferral / active EE | $2,620 | $4,212-37.8% | $6,183-57.6% | $4,028-34.9% |
| Admin fee / account holder | $1,057 | $4,798-78.0% | $8,715-87.9% | $5,404-80.4% |