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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 | $28,290 | $30,732-7.9% | $59,496-52.5% | $59,633-52.6% |
| Participation rate | 9.9% | 43.2%-33.3pp | 54.6%-44.7pp | 68.7%-58.8pp |
| Annual return | -4.06% | 4.47%-8.5pp | 182.05%-186.1pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $123 | $631-80.5% | $1,153-89.3% | $2,203-94.4% |
| Participant deferral / active EE | $726 | $1,183-38.6% | $1,829-60.3% | $3,192-77.2% |
| Admin fee / account holder | $1,161 | $2,136-45.6% | $2,232-48.0% | $4,297-73.0% |