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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 | $13,607 | $133,981-89.8% | $112,249-87.9% | $134,532-89.9% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -21.25% | 47.16%-68.4pp | 27.48%-48.7pp | 418.27%-439.5pp |
| Employer contribution / active EE | $954 | $4,040-76.4% | $3,636-73.8% | $4,741-79.9% |
| Participant deferral / active EE | $1,520 | $5,292-71.3% | $4,729-67.9% | $6,401-76.3% |
| Admin fee / account holder | $314 | $7,492-95.8% | $6,412-95.1% | $11,429-97.3% |