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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 | $16,164 | $49,177-67.1% | $79,476-79.7% | $64,181-74.8% |
| Participation rate | 42.9% | 65.0%-22.2pp | 73.3%-30.5pp | 69.6%-26.7pp |
| Annual return | -10.15% | -1.16%-9.0pp | 718.21%-728.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $359 | $2,076-82.7% | $2,800-87.2% | $2,381-84.9% |
| Participant deferral / active EE | $1,738 | $2,821-38.4% | $3,704-53.1% | $3,470-49.9% |
| Admin fee / account holder | $700 | $3,839-81.8% | $5,113-86.3% | $4,887-85.7% |