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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 | $17,416 | $91,198-80.9% | $178,503-90.2% | $79,856-78.2% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | -12.26% | 24.20%-36.5pp | 151.12%-163.4pp | 31.71%-44.0pp |
| Employer contribution / active EE | $579 | $3,257-82.2% | $5,011-88.5% | $2,471-76.6% |
| Participant deferral / active EE | $2,029 | $3,237-37.3% | $5,202-61.0% | $3,741-45.8% |
| Admin fee / account holder | $1,029 | $6,748-84.7% | $13,987-92.6% | $5,306-80.6% |