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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 | $24,937 | $54,370-54.1% | $82,763-69.9% | $68,490-63.6% |
| Participation rate | 44.8% | 63.9%-19.1pp | 72.6%-27.7pp | 67.9%-23.1pp |
| Annual return | -20.40% | -13.67%-6.7pp | 702.45%-722.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $371 | $2,219-83.3% | $3,008-87.7% | $2,597-85.7% |
| Participant deferral / active EE | $1,591 | $3,247-51.0% | $4,395-63.8% | $4,028-60.5% |
| Admin fee / account holder | $6,369 | $4,398+44.8% | $5,325+19.6% | $5,403+17.9% |