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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 | $18,009 | $57,352-68.6% | $83,830-78.5% | $64,173-71.9% |
| Participation rate | 41.2% | 68.6%-27.4pp | 76.1%-35.0pp | 69.6%-28.4pp |
| Annual return | -12.43% | 11.38%-23.8pp | 850.97%-863.4pp | 7.63%-20.1pp |
| Employer contribution / active EE | $626 | $2,546-75.4% | $3,631-82.8% | $2,381-73.7% |
| Participant deferral / active EE | $1,871 | $2,993-37.5% | $4,082-54.2% | $3,470-46.1% |
| Admin fee / account holder | $494 | $4,046-87.8% | $5,479-91.0% | $4,887-89.9% |