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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 | $13,592 | $75,962-82.1% | $154,111-91.2% | $64,173-78.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | -9.32% | 30.32%-39.6pp | 735.18%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $916 | $3,350-72.7% | $5,298-82.7% | $2,381-61.5% |
| Participant deferral / active EE | $1,778 | $3,175-44.0% | $5,081-65.0% | $3,470-48.7% |
| Admin fee / account holder | $2,703 | $5,589-51.6% | $13,411-79.8% | $4,887-44.7% |