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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 | $13,082 | $75,959-82.8% | $154,114-91.5% | $64,181-79.6% |
| Participation rate | 41.2% | 70.4%-29.2pp | 83.0%-41.9pp | 69.6%-28.4pp |
| Annual return | -8.20% | 30.32%-38.5pp | 735.16%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $411 | $3,350-87.7% | $5,298-92.2% | $2,381-82.7% |
| Participant deferral / active EE | $1,190 | $3,175-62.5% | $5,081-76.6% | $3,470-65.7% |
| Admin fee / account holder | $586 | $5,589-89.5% | $13,411-95.6% | $4,887-88.0% |