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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 | $13,235 | $28,109-52.9% | $71,089-81.4% | $56,289-76.5% |
| Participation rate | 35.8% | 40.4%-4.6pp | 54.6%-18.9pp | 69.9%-34.1pp |
| Annual return | -9.67% | -615.05%+605.4pp | 650.65%-660.3pp | -9.96%+0.3pp |
| Employer contribution / active EE | $644 | $558+15.6% | $1,088-40.8% | $2,111-69.5% |
| Participant deferral / active EE | $1,318 | $1,116+18.1% | $1,873-29.6% | $3,350-60.7% |
| Admin fee / account holder | $764 | $585+30.7% | $3,082-75.2% | $521+46.7% |