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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 | $20,931 | $75,962-72.4% | $154,108-86.4% | $64,173-67.4% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -8.86% | 30.32%-39.2pp | 735.21%-744.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $678 | $3,350-79.8% | $5,298-87.2% | $2,381-71.5% |
| Participant deferral / active EE | $2,211 | $3,175-30.4% | $5,081-56.5% | $3,470-36.3% |
| Admin fee / account holder | $1,012 | $5,589-81.9% | $13,411-92.5% | $4,887-79.3% |