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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 | $12,102 | $27,632-56.2% | $61,452-80.3% | $68,486-82.3% |
| Participation rate | 23.1% | 39.5%-16.4pp | 52.6%-29.5pp | 67.9%-44.8pp |
| Annual return | -23.32% | -13.24%-10.1pp | 338.96%-362.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $965 | $1,264-23.7% | $2,125-54.6% | $4,028-76.1% |
| Admin fee / account holder | $2,235 | $2,010+11.2% | $2,131+4.9% | $5,404-58.6% |