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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 | $26,674 | $49,177-45.8% | $79,467-66.4% | $64,173-58.4% |
| Participation rate | 17.1% | 65.0%-47.9pp | 73.3%-56.2pp | 69.6%-52.4pp |
| Annual return | -8.43% | -1.16%-7.3pp | 718.30%-726.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $489 | $2,076-76.4% | $2,800-82.5% | $2,381-79.5% |
| Participant deferral / active EE | $1,503 | $2,821-46.7% | $3,704-59.4% | $3,470-56.7% |
| Admin fee / account holder | $1,892 | $3,839-50.7% | $5,104-62.9% | $4,887-61.3% |