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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 | $13,716 | $75,962-81.9% | $154,108-91.1% | $64,173-78.6% |
| Participation rate | 62.9% | 70.4%-7.6pp | 83.0%-20.2pp | 69.6%-6.7pp |
| Annual return | -9.18% | 30.32%-39.5pp | 735.21%-744.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $912 | $3,350-72.8% | $5,298-82.8% | $2,381-61.7% |
| Participant deferral / active EE | $1,130 | $3,175-64.4% | $5,081-77.8% | $3,470-67.4% |
| Admin fee / account holder | $1,190 | $5,589-78.7% | $13,411-91.1% | $4,887-75.7% |