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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 | $6,725 | $27,639-75.7% | $61,501-89.1% | $68,490-90.2% |
| Participation rate | 28.1% | 39.5%-11.4pp | 52.6%-24.5pp | 67.9%-39.8pp |
| Annual return | -33.13% | -13.19%-19.9pp | 339.04%-372.2pp | -7.85%-25.3pp |
| Employer contribution / active EE | $894 | $696+28.5% | $1,160-22.9% | $2,597-65.6% |
| Participant deferral / active EE | $1,511 | $1,264+19.6% | $2,125-28.9% | $4,028-62.5% |
| Admin fee / account holder | $1,390 | $2,012-30.9% | $2,132-34.8% | $5,403-74.3% |