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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 | $10,708 | $32,117-66.7% | $71,086-84.9% | $64,173-83.3% |
| Participation rate | 19.2% | 42.7%-23.5pp | 54.7%-35.4pp | 69.6%-50.3pp |
| Annual return | -21.54% | -5.57%-16.0pp | 650.59%-672.1pp | 7.63%-29.2pp |
| Employer contribution / active EE | $211 | $712-70.4% | $1,088-80.6% | $2,381-91.1% |
| Participant deferral / active EE | $435 | $1,263-65.5% | $1,874-76.8% | $3,470-87.5% |
| Admin fee / account holder | $5,300 | $2,759+92.1% | $3,082+71.9% | $4,887+8.4% |