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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 | $6,911 | $67,396-89.7% | $60,919-88.7% | $134,545-94.9% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.1%-34.2pp | 81.2%-42.3pp |
| Annual return | -20.83% | 50.12%-70.9pp | 16.96%-37.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $696 | $3,101-77.6% | $2,704-74.3% | $4,742-85.3% |
| Participant deferral / active EE | $1,217 | $4,534-73.2% | $3,814-68.1% | $6,401-81.0% |
| Admin fee / account holder | $3,204 | $4,590-30.2% | $3,228-0.7% | $11,431-72.0% |