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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 | $23,350 | $54,355-57.0% | $82,744-71.8% | $68,486-65.9% |
| Participation rate | 15.2% | 63.9%-48.8pp | 72.6%-57.4pp | 67.9%-52.7pp |
| Annual return | -19.61% | -13.67%-5.9pp | 702.22%-721.8pp | -7.85%-11.8pp |
| Employer contribution / active EE | $363 | $2,219-83.6% | $3,008-87.9% | $2,597-86.0% |
| Participant deferral / active EE | $964 | $3,246-70.3% | $4,395-78.1% | $4,028-76.1% |
| Admin fee / account holder | $332 | $4,397-92.4% | $5,325-93.8% | $5,404-93.9% |