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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 | $8,985 | $58,258-84.6% | $81,820-89.0% | $80,925-88.9% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | -21.24% | 41.76%-63.0pp | 777.93%-799.2pp | 35.65%-56.9pp |
| Employer contribution / active EE | $703 | $2,345-70.0% | $2,915-75.9% | $2,756-74.5% |
| Participant deferral / active EE | $1,084 | $3,284-67.0% | $4,323-74.9% | $4,299-74.8% |
| Admin fee / account holder | $6,441 | $4,976+29.4% | $7,391-12.8% | $6,940-7.2% |