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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 | $18,002 | $27,639-34.9% | $61,501-70.7% | $68,490-73.7% |
| Participation rate | 32.3% | 39.5%-7.3pp | 52.6%-20.3pp | 67.9%-35.6pp |
| Annual return | -21.52% | -13.19%-8.3pp | 339.04%-360.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $722 | $696+3.7% | $1,160-37.8% | $2,597-72.2% |
| Participant deferral / active EE | $2,168 | $1,264+71.5% | $2,125+2.0% | $4,028-46.2% |
| Admin fee / account holder | $627 | $2,012-68.8% | $2,132-70.6% | $5,403-88.4% |