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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 | $24,599 | $57,352-57.1% | $83,831-70.7% | $64,173-61.7% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | -8.75% | 11.38%-20.1pp | 850.99%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $862 | $2,546-66.1% | $3,631-76.3% | $2,381-63.8% |
| Participant deferral / active EE | $2,202 | $2,993-26.4% | $4,082-46.1% | $3,470-36.5% |
| Admin fee / account holder | $1,429 | $4,046-64.7% | $5,479-73.9% | $4,887-70.8% |