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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 | $4,367 | $27,632-84.2% | $61,452-92.9% | $68,486-93.6% |
| Participation rate | 12.3% | 39.5%-27.2pp | 52.6%-40.3pp | 67.9%-55.6pp |
| Annual return | -40.43% | -13.24%-27.2pp | 338.96%-379.4pp | -7.85%-32.6pp |
| Employer contribution / active EE | $266 | $696-61.7% | $1,160-77.0% | $2,597-89.7% |
| Participant deferral / active EE | $575 | $1,264-54.5% | $2,125-72.9% | $4,028-85.7% |
| Admin fee / account holder | $559 | $2,010-72.2% | $2,131-73.8% | $5,404-89.7% |