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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 | $18,184 | $45,152-59.7% | $73,835-75.4% | $59,633-69.5% |
| Participation rate | 34.1% | 64.0%-29.9pp | 73.4%-39.3pp | 68.7%-34.5pp |
| Annual return | -3.43% | 27.40%-30.8pp | 2268.13%-2271.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $237 | $1,901-87.5% | $2,788-91.5% | $2,203-89.2% |
| Participant deferral / active EE | $958 | $2,573-62.8% | $3,583-73.3% | $3,192-70.0% |
| Admin fee / account holder | $1,622 | $3,515-53.8% | $4,880-66.8% | $4,297-62.2% |