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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 | $21,572 | $75,962-71.6% | $154,108-86.0% | $64,173-66.4% |
| Participation rate | 51.1% | 70.4%-19.4pp | 83.0%-32.0pp | 69.6%-18.5pp |
| Annual return | -9.30% | 30.32%-39.6pp | 735.21%-744.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $943 | $3,350-71.9% | $5,298-82.2% | $2,381-60.4% |
| Participant deferral / active EE | $1,563 | $3,175-50.8% | $5,081-69.2% | $3,470-55.0% |
| Admin fee / account holder | $1,199 | $5,589-78.6% | $13,411-91.1% | $4,887-75.5% |