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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 | $3,559 | $25,979-86.3% | $71,778-95.0% | $68,490-94.8% |
| Participation rate | 14.9% | 54.5%-39.6pp | 62.3%-47.5pp | 67.9%-53.0pp |
| Annual return | -22.71% | -15.10%-7.6pp | 9.15%-31.9pp | -7.85%-14.9pp |
| Employer contribution / active EE | $111 | $900-87.7% | $1,704-93.5% | $2,597-95.7% |
| Participant deferral / active EE | $515 | $1,522-66.1% | $2,656-80.6% | $4,028-87.2% |
| Admin fee / account holder | $915 | $2,022-54.7% | $3,974-77.0% | $5,403-83.1% |