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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 | $3,309 | $25,979-87.3% | $71,702-95.4% | $68,495-95.2% |
| Participation rate | 12.0% | 54.5%-42.5pp | 62.3%-50.3pp | 67.9%-55.9pp |
| Annual return | -82.70% | -15.10%-67.6pp | 9.14%-91.8pp | -7.84%-74.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $405 | $1,522-73.4% | $2,658-84.8% | $4,028-89.9% |
| Admin fee / account holder | $3,170 | $2,022+56.8% | $3,974-20.2% | $5,403-41.3% |