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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 | $18,896 | $45,566-58.5% | $64,105-70.5% | $59,633-68.3% |
| Participation rate | 38.2% | 60.2%-22.0pp | 68.2%-30.0pp | 68.7%-30.5pp |
| Annual return | -8.72% | 4.95%-13.7pp | 791.24%-800.0pp | 2041.40%-2050.1pp |
| Employer contribution / active EE | $205 | $934-78.1% | $1,820-88.8% | $2,203-90.7% |
| Participant deferral / active EE | $951 | $2,057-53.8% | $2,822-66.3% | $3,192-70.2% |
| Admin fee / account holder | $539 | $3,268-83.5% | $4,499-88.0% | $4,297-87.5% |