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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 | $13,047 | $27,639-52.8% | $61,501-78.8% | $68,490-81.0% |
| Participation rate | 13.9% | 39.5%-25.6pp | 52.6%-38.7pp | 67.9%-54.0pp |
| Annual return | -49.37% | -13.19%-36.2pp | 339.04%-388.4pp | -7.85%-41.5pp |
| Employer contribution / active EE | $188 | $696-72.9% | $1,160-83.8% | $2,597-92.7% |
| Participant deferral / active EE | $276 | $1,264-78.1% | $2,125-87.0% | $4,028-93.1% |
| Admin fee / account holder | $7,376 | $2,012+266.5% | $2,132+246.0% | $5,403+36.5% |