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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 | $10,217 | $45,872-77.7% | $77,100-86.7% | $68,490-85.1% |
| Participation rate | 17.1% | 55.9%-38.8pp | 67.9%-50.8pp | 67.9%-50.8pp |
| Annual return | -37.07% | 1.73%-38.8pp | 42.35%-79.4pp | -7.85%-29.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,025 | $2,963-65.4% | $4,430-76.9% | $4,028-74.6% |
| Admin fee / account holder | $6,004 | $3,041+97.4% | $5,443+10.3% | $5,403+11.1% |