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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 | $21,698 | $82,288-73.6% | $68,794-68.5% | $134,509-83.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -21.02% | -2.19%-18.8pp | -6.37%-14.6pp | 418.13%-439.2pp |
| Employer contribution / active EE | $597 | $3,301-81.9% | $2,656-77.5% | $4,741-87.4% |
| Participant deferral / active EE | $2,478 | $4,738-47.7% | $3,941-37.1% | $6,400-61.3% |
| Admin fee / account holder | $408 | $6,482-93.7% | $4,934-91.7% | $11,427-96.4% |