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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 | $16,785 | $51,226-67.2% | $82,744-79.7% | $66,938-74.9% |
| Participation rate | 56.6% | 67.9%-11.3pp | 72.6%-16.0pp | 69.8%-13.2pp |
| Annual return | -21.39% | -9.61%-11.8pp | 702.22%-723.6pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,132 | $2,612-56.7% | $3,008-62.4% | $2,545-55.5% |
| Participant deferral / active EE | $2,234 | $3,460-35.4% | $4,395-49.2% | $4,238-47.3% |
| Admin fee / account holder | $640 | $416+54.1% | $5,325-88.0% | $594+7.9% |