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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 | $28,109-62.2% | $71,086-85.0% | $56,287-81.1% |
| Participation rate | 31.6% | 40.4%-8.8pp | 54.7%-23.1pp | 69.9%-38.3pp |
| Annual return | -10.97% | -615.05%+604.1pp | 650.59%-661.6pp | -9.96%-1.0pp |
| Employer contribution / active EE | $474 | $558-15.0% | $1,088-56.4% | $2,111-77.5% |
| Participant deferral / active EE | $1,106 | $1,116-0.9% | $1,874-41.0% | $3,350-67.0% |
| Admin fee / account holder | $455 | $585-22.1% | $3,082-85.2% | $521-12.6% |