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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 | $20,147 | $57,352-64.9% | $83,831-76.0% | $64,173-68.6% |
| Participation rate | 32.0% | 68.6%-36.6pp | 76.1%-44.1pp | 69.6%-37.6pp |
| Annual return | -12.18% | 11.38%-23.6pp | 850.99%-863.2pp | 7.63%-19.8pp |
| Employer contribution / active EE | $754 | $2,546-70.4% | $3,631-79.2% | $2,381-68.3% |
| Participant deferral / active EE | $2,168 | $2,993-27.6% | $4,082-46.9% | $3,470-37.5% |
| Admin fee / account holder | $1,364 | $4,046-66.3% | $5,479-75.1% | $4,887-72.1% |