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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 | $15,669 | $49,177-68.1% | $79,467-80.3% | $64,173-75.6% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.6%-17.7pp |
| Annual return | -8.12% | -1.16%-7.0pp | 718.30%-726.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $732 | $2,076-64.8% | $2,800-73.9% | $2,381-69.3% |
| Participant deferral / active EE | $1,678 | $2,821-40.5% | $3,704-54.7% | $3,470-51.6% |
| Admin fee / account holder | $1,216 | $3,839-68.3% | $5,104-76.2% | $4,887-75.1% |