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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 | $6,615 | $27,632-76.1% | $61,399-89.2% | $68,495-90.3% |
| Participation rate | 23.1% | 39.5%-16.4pp | 52.6%-29.5pp | 67.9%-44.8pp |
| Annual return | -24.66% | -13.24%-11.4pp | 338.81%-363.5pp | -7.84%-16.8pp |
| Employer contribution / active EE | $392 | $696-43.6% | $1,159-66.2% | $2,596-84.9% |
| Participant deferral / active EE | $597 | $1,264-52.7% | $2,124-71.9% | $4,028-85.2% |
| Admin fee / account holder | $913 | $2,010-54.6% | $2,131-57.2% | $5,403-83.1% |