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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 | $19,435 | $54,357-64.2% | $82,706-76.5% | $68,495-71.6% |
| Participation rate | 32.6% | 63.9%-31.4pp | 72.6%-40.0pp | 67.9%-35.3pp |
| Annual return | -21.43% | -13.67%-7.8pp | 701.76%-723.2pp | -7.84%-13.6pp |
| Employer contribution / active EE | $441 | $2,218-80.1% | $3,007-85.4% | $2,596-83.0% |
| Participant deferral / active EE | $1,755 | $3,246-45.9% | $4,394-60.0% | $4,028-56.4% |
| Admin fee / account holder | $4,877 | $4,396+10.9% | $5,329-8.5% | $5,403-9.7% |