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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 | $8,438 | $27,632-69.5% | $61,452-86.3% | $68,486-87.7% |
| Participation rate | 13.0% | 39.5%-26.5pp | 52.6%-39.6pp | 67.9%-54.9pp |
| Annual return | -21.75% | -13.24%-8.5pp | 338.96%-360.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $560 | $1,264-55.7% | $2,125-73.6% | $4,028-86.1% |
| Admin fee / account holder | $496 | $2,010-75.3% | $2,131-76.7% | $5,404-90.8% |