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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 | $21,809 | $75,832-71.2% | $147,617-85.2% | $59,633-63.4% |
| Participation rate | 32.3% | 71.6%-39.3pp | 84.6%-52.4pp | 68.7%-36.4pp |
| Annual return | -3.42% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $684 | $3,485-80.4% | $5,564-87.7% | $2,203-69.0% |
| Participant deferral / active EE | $896 | $3,131-71.4% | $4,895-81.7% | $3,192-71.9% |
| Admin fee / account holder | $921 | $5,986-84.6% | $11,612-92.1% | $4,297-78.6% |