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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 | $24,317 | $57,352-57.6% | $83,831-71.0% | $64,173-62.1% |
| Participation rate | 24.1% | 68.6%-44.5pp | 76.1%-52.0pp | 69.6%-45.4pp |
| Annual return | -10.42% | 11.38%-21.8pp | 850.99%-861.4pp | 7.63%-18.1pp |
| Employer contribution / active EE | $767 | $2,546-69.9% | $3,631-78.9% | $2,381-67.8% |
| Participant deferral / active EE | $1,777 | $2,993-40.6% | $4,082-56.5% | $3,470-48.8% |
| Admin fee / account holder | $2,396 | $4,046-40.8% | $5,479-56.3% | $4,887-51.0% |