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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 | $25,060 | $54,370-53.9% | $82,763-69.7% | $68,490-63.4% |
| Participation rate | 54.3% | 63.9%-9.6pp | 72.6%-18.3pp | 67.9%-13.6pp |
| Annual return | -20.08% | -13.67%-6.4pp | 702.45%-722.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $568 | $2,219-74.4% | $3,008-81.1% | $2,597-78.1% |
| Participant deferral / active EE | $1,530 | $3,247-52.9% | $4,395-65.2% | $4,028-62.0% |
| Admin fee / account holder | $3,430 | $4,398-22.0% | $5,325-35.6% | $5,403-36.5% |