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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 | $21,683 | $41,981-48.4% | $63,412-65.8% | $59,633-63.6% |
| Participation rate | 32.1% | 60.3%-28.1pp | 67.1%-35.0pp | 68.7%-36.5pp |
| Annual return | -14.00% | 13.04%-27.0pp | 4.04%-18.0pp | 2041.45%-2055.5pp |
| Employer contribution / active EE | $370 | $1,287-71.3% | $1,814-79.6% | $2,203-83.2% |
| Participant deferral / active EE | $839 | $2,002-58.1% | $2,496-66.4% | $3,192-73.7% |
| Admin fee / account holder | $7,659 | $3,509+118.2% | $3,753+104.1% | $4,297+78.2% |