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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 | $9,221 | $49,976-81.5% | $66,674-86.2% | $82,637-88.8% |
| Participation rate | 29.7% | 63.1%-33.4pp | 73.7%-43.9pp | 68.1%-38.3pp |
| Annual return | -2.73% | 39.09%-41.8pp | 321.24%-324.0pp | 53.51%-56.2pp |
| Employer contribution / active EE | $544 | $1,988-72.6% | $2,620-79.2% | $2,552-78.7% |
| Participant deferral / active EE | $1,652 | $2,847-42.0% | $4,084-59.6% | $4,126-60.0% |
| Admin fee / account holder | $4,642 | $4,594+1.1% | $5,098-8.9% | $7,339-36.7% |