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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 | $31,447 | $54,355-42.1% | $82,744-62.0% | $68,486-54.1% |
| Participation rate | 24.0% | 63.9%-39.9pp | 72.6%-48.6pp | 67.9%-43.9pp |
| Annual return | -22.59% | -13.67%-8.9pp | 702.22%-724.8pp | -7.85%-14.7pp |
| Employer contribution / active EE | $587 | $2,219-73.5% | $3,008-80.5% | $2,597-77.4% |
| Participant deferral / active EE | $1,231 | $3,246-62.1% | $4,395-72.0% | $4,028-69.4% |
| Admin fee / account holder | $1,225 | $4,397-72.1% | $5,325-77.0% | $5,404-77.3% |