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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 | $7,838 | $27,639-71.6% | $61,501-87.3% | $68,490-88.6% |
| Participation rate | 24.2% | 39.5%-15.3pp | 52.6%-28.3pp | 67.9%-43.7pp |
| Annual return | -24.62% | -13.19%-11.4pp | 339.04%-363.7pp | -7.85%-16.8pp |
| Employer contribution / active EE | $609 | $696-12.6% | $1,160-47.5% | $2,597-76.6% |
| Participant deferral / active EE | $1,063 | $1,264-15.9% | $2,125-50.0% | $4,028-73.6% |
| Admin fee / account holder | $517 | $2,012-74.3% | $2,132-75.8% | $5,403-90.4% |