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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 | $19,414 | $49,177-60.5% | $79,467-75.6% | $64,173-69.7% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.3%-31.0pp | 69.6%-27.3pp |
| Annual return | -9.07% | -1.16%-7.9pp | 718.30%-727.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,148 | $2,076-44.7% | $2,800-59.0% | $2,381-51.8% |
| Participant deferral / active EE | $2,531 | $2,821-10.3% | $3,704-31.7% | $3,470-27.0% |
| Admin fee / account holder | $528 | $3,839-86.2% | $5,104-89.7% | $4,887-89.2% |