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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 | $16,867 | $27,632-39.0% | $61,452-72.6% | $68,486-75.4% |
| Participation rate | 16.4% | 39.5%-23.1pp | 52.6%-36.2pp | 67.9%-51.5pp |
| Annual return | -21.42% | -13.24%-8.2pp | 338.96%-360.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $279 | $696-60.0% | $1,160-76.0% | $2,597-89.3% |
| Participant deferral / active EE | $1,032 | $1,264-18.3% | $2,125-51.4% | $4,028-74.4% |
| Admin fee / account holder | $304 | $2,010-84.9% | $2,131-85.7% | $5,404-94.4% |