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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 | $15,411 | $75,962-79.7% | $154,111-90.0% | $64,173-76.0% |
| Participation rate | 32.8% | 70.4%-37.6pp | 83.0%-50.2pp | 69.6%-36.7pp |
| Annual return | -14.71% | 30.32%-45.0pp | 735.18%-749.9pp | 7.63%-22.3pp |
| Employer contribution / active EE | $586 | $3,350-82.5% | $5,298-88.9% | $2,381-75.4% |
| Participant deferral / active EE | $871 | $3,175-72.5% | $5,081-82.8% | $3,470-74.9% |
| Admin fee / account holder | $764 | $5,589-86.3% | $13,411-94.3% | $4,887-84.4% |