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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 | $11,860 | $32,117-63.1% | $71,089-83.3% | $64,173-81.5% |
| Participation rate | 37.2% | 42.7%-5.5pp | 54.6%-17.4pp | 69.6%-32.4pp |
| Annual return | -10.07% | -5.57%-4.5pp | 650.65%-660.7pp | 7.63%-17.7pp |
| Employer contribution / active EE | $448 | $712-37.0% | $1,088-58.8% | $2,381-81.2% |
| Participant deferral / active EE | $1,008 | $1,263-20.2% | $1,873-46.2% | $3,470-71.0% |
| Admin fee / account holder | $303 | $2,759-89.0% | $3,082-90.2% | $4,887-93.8% |