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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 | $20,191 | $54,355-62.9% | $82,744-75.6% | $68,486-70.5% |
| Participation rate | 11.1% | 63.9%-52.8pp | 72.6%-61.5pp | 67.9%-56.8pp |
| Annual return | -20.19% | -13.67%-6.5pp | 702.22%-722.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $457 | $2,219-79.4% | $3,008-84.8% | $2,597-82.4% |
| Participant deferral / active EE | $1,270 | $3,246-60.9% | $4,395-71.1% | $4,028-68.5% |
| Admin fee / account holder | $715 | $4,397-83.7% | $5,325-86.6% | $5,404-86.8% |