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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 | $19,946 | $75,959-73.7% | $154,114-87.1% | $64,181-68.9% |
| Participation rate | 5.1% | 70.4%-65.4pp | 83.0%-78.0pp | 69.6%-64.5pp |
| Annual return | -8.20% | 30.32%-38.5pp | 735.16%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $616 | $3,350-81.6% | $5,298-88.4% | $2,381-74.1% |
| Participant deferral / active EE | $1,369 | $3,175-56.9% | $5,081-73.1% | $3,470-60.5% |
| Admin fee / account holder | $1,508 | $5,589-73.0% | $13,411-88.8% | $4,887-69.1% |