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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 | $12,047 | $112,729-89.3% | $98,716-87.8% | $137,256-91.2% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.3%-7.4pp | 80.0%-18.1pp |
| Annual return | -28.04% | 38.48%-66.5pp | 31.81%-59.8pp | 220.34%-248.4pp |
| Employer contribution / active EE | $808 | $2,725-70.3% | $2,279-64.5% | $4,156-80.6% |
| Participant deferral / active EE | $1,731 | $4,640-62.7% | $4,048-57.2% | $6,407-73.0% |
| Admin fee / account holder | $542 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |