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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 | $13,598 | $75,959-82.1% | $154,114-91.2% | $64,181-78.8% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -11.24% | 30.32%-41.6pp | 735.16%-746.4pp | 7.63%-18.9pp |
| Employer contribution / active EE | $902 | $3,350-73.1% | $5,298-83.0% | $2,381-62.1% |
| Participant deferral / active EE | $2,122 | $3,175-33.2% | $5,081-58.2% | $3,470-38.8% |
| Admin fee / account holder | $3,219 | $5,589-42.4% | $13,411-76.0% | $4,887-34.1% |