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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 | $17,972 | $95,915-81.3% | $79,580-77.4% | $134,532-86.6% |
| Participation rate | 29.2% | 75.0%-45.9pp | 69.5%-40.3pp | 81.2%-52.1pp |
| Annual return | -22.29% | -2.71%-19.6pp | 0.15%-22.4pp | 418.27%-440.6pp |
| Employer contribution / active EE | $748 | $3,129-76.1% | $2,413-69.0% | $4,741-84.2% |
| Participant deferral / active EE | $1,315 | $4,693-72.0% | $3,985-67.0% | $6,401-79.5% |
| Admin fee / account holder | $1,203 | $9,132-86.8% | $6,835-82.4% | $11,429-89.5% |