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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 | $15,998 | $54,355-70.6% | $82,744-80.7% | $68,486-76.6% |
| Participation rate | 18.8% | 63.9%-45.2pp | 72.6%-53.8pp | 67.9%-49.1pp |
| Annual return | -24.92% | -13.67%-11.2pp | 702.22%-727.1pp | -7.85%-17.1pp |
| Employer contribution / active EE | $335 | $2,219-84.9% | $3,008-88.9% | $2,597-87.1% |
| Participant deferral / active EE | $1,140 | $3,246-64.9% | $4,395-74.1% | $4,028-71.7% |
| Admin fee / account holder | $585 | $4,397-86.7% | $5,325-89.0% | $5,404-89.2% |