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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 | $21,809 | $197,819-89.0% | $155,789-86.0% | $125,389-82.6% |
| Participation rate | 23.5% | 82.1%-58.6pp | 76.1%-52.6pp | 83.2%-59.7pp |
| Annual return | -4.86% | 86.73%-91.6pp | 71.54%-76.4pp | 282.24%-287.1pp |
| Employer contribution / active EE | $559 | $4,850-88.5% | $3,839-85.4% | $4,866-88.5% |
| Participant deferral / active EE | $1,152 | $5,631-79.5% | $4,798-76.0% | $5,352-78.5% |
| Admin fee / account holder | $351 | $9,544-96.3% | $7,477-95.3% | $9,541-96.3% |