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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 | $10,683 | $54,357-80.3% | $82,706-87.1% | $68,495-84.4% |
| Participation rate | 32.3% | 63.9%-31.7pp | 72.6%-40.3pp | 67.9%-35.6pp |
| Annual return | -21.04% | -13.67%-7.4pp | 701.76%-722.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $297 | $2,218-86.6% | $3,007-90.1% | $2,596-88.6% |
| Participant deferral / active EE | $1,116 | $3,246-65.6% | $4,394-74.6% | $4,028-72.3% |
| Admin fee / account holder | $594 | $4,396-86.5% | $5,329-88.8% | $5,403-89.0% |