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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 | $15,843 | $93,117-83.0% | $77,096-79.4% | $134,532-88.2% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.6pp | 81.2%-44.9pp |
| Annual return | -22.68% | 62.67%-85.3pp | 42.35%-65.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $467 | $3,420-86.3% | $2,814-83.4% | $4,741-90.1% |
| Participant deferral / active EE | $2,193 | $5,241-58.2% | $4,429-50.5% | $6,401-65.7% |
| Admin fee / account holder | $1,287 | $6,948-81.5% | $5,428-76.3% | $11,429-88.7% |