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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 | $28,545 | $53,546-46.7% | $69,884-59.2% | $68,486-58.3% |
| Participation rate | 19.0% | 64.5%-45.5pp | 70.5%-51.4pp | 67.9%-48.8pp |
| Annual return | -24.78% | -13.87%-10.9pp | 190.81%-215.6pp | -7.85%-16.9pp |
| Employer contribution / active EE | $418 | $2,019-79.3% | $2,560-83.7% | $2,597-83.9% |
| Participant deferral / active EE | $1,457 | $2,957-50.7% | $3,848-62.1% | $4,028-63.8% |
| Admin fee / account holder | $1,839 | $4,693-60.8% | $6,266-70.7% | $5,404-66.0% |