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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 | $9,556 | $26,549-64.0% | $61,452-84.5% | $66,938-85.7% |
| Participation rate | 13.9% | 38.1%-24.2pp | 52.6%-38.7pp | 69.8%-56.0pp |
| Annual return | -20.23% | -16.21%-4.0pp | 338.96%-359.2pp | 1.58%-21.8pp |
| Employer contribution / active EE | $209 | $651-67.9% | $1,160-82.0% | $2,545-91.8% |
| Participant deferral / active EE | $450 | $1,338-66.4% | $2,125-78.8% | $4,238-89.4% |
| Admin fee / account holder | $778 | $409+90.3% | $2,131-63.5% | $594+31.0% |