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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 | $19,428 | $27,632-29.7% | $61,452-68.4% | $68,486-71.6% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -32.84% | -13.24%-19.6pp | 338.96%-371.8pp | -7.85%-25.0pp |
| Employer contribution / active EE | $499 | $696-28.3% | $1,160-57.0% | $2,597-80.8% |
| Participant deferral / active EE | $1,407 | $1,264+11.4% | $2,125-33.8% | $4,028-65.1% |
| Admin fee / account holder | $918 | $2,010-54.3% | $2,131-56.9% | $5,404-83.0% |