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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 | $16,322 | $77,638-79.0% | $156,551-89.6% | $62,881-74.0% |
| Participation rate | 60.8% | 71.2%-10.4pp | 84.0%-23.2pp | 69.3%-8.5pp |
| Annual return | -2.57% | 50.33%-52.9pp | 32.23%-34.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $981 | $3,444-71.5% | $5,501-82.2% | $2,281-57.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $639 | $5,561-88.5% | $13,028-95.1% | $4,296-85.1% |