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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 | $16,163 | $45,152-64.2% | $73,836-78.1% | $59,633-72.9% |
| Participation rate | 21.7% | 64.0%-42.3pp | 73.4%-51.8pp | 68.7%-47.0pp |
| Annual return | -4.10% | 27.40%-31.5pp | 2268.06%-2272.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $182 | $1,901-90.4% | $2,787-93.5% | $2,203-91.7% |
| Participant deferral / active EE | $1,014 | $2,573-60.6% | $3,583-71.7% | $3,192-68.2% |
| Admin fee / account holder | $1,680 | $3,515-52.2% | $4,882-65.6% | $4,297-60.9% |