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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 | $21,474 | $27,639-22.3% | $61,501-65.1% | $68,490-68.6% |
| Participation rate | 36.1% | 39.5%-3.4pp | 52.6%-16.5pp | 67.9%-31.8pp |
| Annual return | -23.53% | -13.19%-10.3pp | 339.04%-362.6pp | -7.85%-15.7pp |
| Employer contribution / active EE | $340 | $696-51.2% | $1,160-70.7% | $2,597-86.9% |
| Participant deferral / active EE | $1,213 | $1,264-4.0% | $2,125-42.9% | $4,028-69.9% |
| Admin fee / account holder | $32,671 | $2,012+1523.5% | $2,132+1432.7% | $5,403+504.7% |