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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 | $29,381 | $107,809-72.7% | $90,657-67.6% | $135,380-78.3% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -25.10% | -0.90%-24.2pp | 1.89%-27.0pp | 519.81%-544.9pp |
| Employer contribution / active EE | $209 | $3,018-93.1% | $2,532-91.8% | $4,779-95.6% |
| Participant deferral / active EE | $1,265 | $3,872-67.3% | $3,424-63.1% | $5,609-77.5% |
| Admin fee / account holder | $644 | $5,931-89.1% | $4,994-87.1% | $10,828-94.1% |