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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 | $10,638 | $27,639-61.5% | $61,501-82.7% | $68,490-84.5% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -23.98% | -13.19%-10.8pp | 339.04%-363.0pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,048 | $1,264-17.1% | $2,125-50.7% | $4,028-74.0% |
| Admin fee / account holder | $2,290 | $2,012+13.8% | $2,132+7.4% | $5,403-57.6% |