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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 | $17,322 | $57,352-69.8% | $83,830-79.3% | $64,173-73.0% |
| Participation rate | 65.2% | 68.6%-3.5pp | 76.1%-11.0pp | 69.6%-4.4pp |
| Annual return | -9.78% | 11.38%-21.2pp | 850.97%-860.8pp | 7.63%-17.4pp |
| Employer contribution / active EE | $662 | $2,546-74.0% | $3,631-81.8% | $2,381-72.2% |
| Participant deferral / active EE | $2,577 | $2,993-13.9% | $4,082-36.9% | $3,470-25.7% |
| Admin fee / account holder | $2,672 | $4,046-34.0% | $5,479-51.2% | $4,887-45.3% |