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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 | $13,106 | $54,357-75.9% | $82,706-84.2% | $68,495-80.9% |
| Participation rate | 24.6% | 63.9%-39.4pp | 72.6%-48.0pp | 67.9%-43.3pp |
| Annual return | -19.69% | -13.67%-6.0pp | 701.76%-721.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $298 | $2,218-86.6% | $3,007-90.1% | $2,596-88.5% |
| Participant deferral / active EE | $1,423 | $3,246-56.2% | $4,394-67.6% | $4,028-64.7% |
| Admin fee / account holder | $1,527 | $4,396-65.3% | $5,329-71.3% | $5,403-71.7% |