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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 | $19,088 | $49,177-61.2% | $79,476-76.0% | $64,181-70.3% |
| Participation rate | 30.2% | 65.0%-34.9pp | 73.3%-43.2pp | 69.6%-39.4pp |
| Annual return | -8.10% | -1.16%-6.9pp | 718.21%-726.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $411 | $2,076-80.2% | $2,800-85.3% | $2,381-82.7% |
| Participant deferral / active EE | $1,137 | $2,821-59.7% | $3,704-69.3% | $3,470-67.2% |
| Admin fee / account holder | $969 | $3,839-74.8% | $5,113-81.1% | $4,887-80.2% |