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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 | $11,583 | $32,117-63.9% | $71,086-83.7% | $64,173-81.9% |
| Participation rate | 14.5% | 42.7%-28.2pp | 54.7%-40.1pp | 69.6%-55.0pp |
| Annual return | -13.30% | -5.57%-7.7pp | 650.59%-663.9pp | 7.63%-20.9pp |
| Employer contribution / active EE | $244 | $712-65.8% | $1,088-77.6% | $2,381-89.8% |
| Participant deferral / active EE | $450 | $1,263-64.4% | $1,874-76.0% | $3,470-87.0% |
| Admin fee / account holder | $524 | $2,759-81.0% | $3,082-83.0% | $4,887-89.3% |