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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 | $16,983 | $39,798-57.3% | $67,704-74.9% | $59,633-71.5% |
| Participation rate | 32.8% | 57.4%-24.5pp | 67.5%-34.7pp | 68.7%-35.8pp |
| Annual return | -3.97% | 89.94%-93.9pp | 25.41%-29.4pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $159 | $1,393-88.6% | $2,559-93.8% | $2,203-92.8% |
| Participant deferral / active EE | $832 | $2,335-64.4% | $3,585-76.8% | $3,192-73.9% |
| Admin fee / account holder | $1,191 | $3,212-62.9% | $4,255-72.0% | $4,297-72.3% |