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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 | $10,338 | $108,285-90.5% | $77,552-86.7% | $158,982-93.5% |
| Participation rate | 26.7% | 64.4%-37.8pp | 54.2%-27.5pp | 82.0%-55.3pp |
| Annual return | -9.92% | 31.69%-41.6pp | 54.82%-64.7pp | 302.99%-312.9pp |
| Employer contribution / active EE | $80 | $1,325-93.9% | $987-91.9% | $4,763-98.3% |
| Participant deferral / active EE | $303 | $2,455-87.6% | $1,861-83.7% | $5,983-94.9% |
| Admin fee / account holder | $30,017 | $3,709+709.3% | $2,859+949.9% | $11,252+166.8% |