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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 | $21,259 | $75,962-72.0% | $154,111-86.2% | $64,173-66.9% |
| Participation rate | 35.5% | 70.4%-34.9pp | 83.0%-47.6pp | 69.6%-34.1pp |
| Annual return | -9.84% | 30.32%-40.2pp | 735.18%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $508 | $3,350-84.8% | $5,298-90.4% | $2,381-78.7% |
| Participant deferral / active EE | $1,705 | $3,175-46.3% | $5,081-66.4% | $3,470-50.8% |
| Admin fee / account holder | $619 | $5,589-88.9% | $13,411-95.4% | $4,887-87.3% |