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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 | $25,150 | $95,917-73.8% | $79,583-68.4% | $134,545-81.3% |
| Participation rate | 13.3% | 75.0%-61.7pp | 69.5%-56.2pp | 81.2%-67.9pp |
| Annual return | -28.36% | -2.70%-25.7pp | 0.16%-28.5pp | 418.37%-446.7pp |
| Employer contribution / active EE | $592 | $3,129-81.1% | $2,414-75.5% | $4,742-87.5% |
| Participant deferral / active EE | $1,761 | $4,694-62.5% | $3,986-55.8% | $6,401-72.5% |
| Admin fee / account holder | $404 | $9,132-95.6% | $6,835-94.1% | $11,431-96.5% |