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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 | $12,743 | $39,798-68.0% | $67,704-81.2% | $59,633-78.6% |
| Participation rate | 35.9% | 57.4%-21.5pp | 67.5%-31.6pp | 68.7%-32.8pp |
| Annual return | -4.08% | 89.94%-94.0pp | 25.41%-29.5pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $298 | $1,393-78.6% | $2,559-88.4% | $2,203-86.5% |
| Participant deferral / active EE | $1,171 | $2,335-49.9% | $3,585-67.4% | $3,192-63.3% |
| Admin fee / account holder | $2,593 | $3,212-19.3% | $4,255-39.1% | $4,297-39.7% |