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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 | $22,688 | $75,962-70.1% | $154,111-85.3% | $64,173-64.6% |
| Participation rate | 54.9% | 70.4%-15.5pp | 83.0%-28.1pp | 69.6%-14.7pp |
| Annual return | -8.40% | 30.32%-38.7pp | 735.18%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $986 | $3,350-70.6% | $5,298-81.4% | $2,381-58.6% |
| Participant deferral / active EE | $2,267 | $3,175-28.6% | $5,081-55.4% | $3,470-34.7% |
| Admin fee / account holder | $352 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |