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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 | $8,979 | $61,125-85.3% | $94,057-90.5% | $87,485-89.7% |
| Participation rate | 13.6% | 64.1%-50.4pp | 73.3%-59.7pp | 68.9%-55.3pp |
| Annual return | -66.35% | 35.20%-101.5pp | 480.62%-547.0pp | 26.06%-92.4pp |
| Employer contribution / active EE | $689 | $2,136-67.8% | $2,933-76.5% | $2,596-73.5% |
| Participant deferral / active EE | $923 | $3,260-71.7% | $4,709-80.4% | $4,274-78.4% |
| Admin fee / account holder | $2,639 | $5,629-53.1% | $7,244-63.6% | $7,775-66.1% |