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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 | $25,576 | $32,117-20.4% | $71,086-64.0% | $64,173-60.1% |
| Participation rate | 32.3% | 42.7%-10.4pp | 54.7%-22.4pp | 69.6%-37.3pp |
| Annual return | -10.79% | -5.57%-5.2pp | 650.59%-661.4pp | 7.63%-18.4pp |
| Employer contribution / active EE | $518 | $712-27.3% | $1,088-52.4% | $2,381-78.3% |
| Participant deferral / active EE | $978 | $1,263-22.5% | $1,874-47.8% | $3,470-71.8% |
| Admin fee / account holder | $454 | $2,759-83.5% | $3,082-85.3% | $4,887-90.7% |