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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 | $21,441 | $87,546-75.5% | $75,784-71.7% | $125,389-82.9% |
| Participation rate | 36.4% | 80.2%-43.8pp | 75.8%-39.5pp | 83.2%-46.8pp |
| Annual return | -24.81% | 13.49%-38.3pp | 9.68%-34.5pp | 282.24%-307.1pp |
| Employer contribution / active EE | $692 | $3,930-82.4% | $3,323-79.2% | $4,866-85.8% |
| Participant deferral / active EE | $1,219 | $4,230-71.2% | $3,652-66.6% | $5,352-77.2% |
| Admin fee / account holder | $5,114 | $6,503-21.4% | $5,300-3.5% | $9,541-46.4% |