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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 | $11,063 | $32,117-65.6% | $71,086-84.4% | $64,181-82.8% |
| Participation rate | 29.8% | 42.7%-12.9pp | 54.7%-24.9pp | 69.6%-39.8pp |
| Annual return | -10.12% | -5.57%-4.5pp | 650.59%-660.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $175 | $712-75.5% | $1,088-84.0% | $2,381-92.7% |
| Participant deferral / active EE | $1,103 | $1,263-12.6% | $1,874-41.1% | $3,470-68.2% |
| Admin fee / account holder | $1,826 | $2,759-33.8% | $3,082-40.8% | $4,887-62.6% |