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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 | $25,017 | $32,117-22.1% | $71,086-64.8% | $64,173-61.0% |
| Participation rate | 16.4% | 42.7%-26.3pp | 54.7%-38.3pp | 69.6%-53.2pp |
| Annual return | -10.88% | -5.57%-5.3pp | 650.59%-661.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $239 | $712-66.5% | $1,088-78.0% | $2,381-90.0% |
| Participant deferral / active EE | $889 | $1,263-29.6% | $1,874-52.6% | $3,470-74.4% |
| Admin fee / account holder | $1,582 | $2,759-42.7% | $3,082-48.7% | $4,887-67.6% |