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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 | $27,913 | $27,632+1.0% | $61,399-54.5% | $68,495-59.2% |
| Participation rate | 15.0% | 39.5%-24.5pp | 52.6%-37.6pp | 67.9%-52.9pp |
| Annual return | -28.03% | -13.24%-14.8pp | 338.81%-366.8pp | -7.84%-20.2pp |
| Employer contribution / active EE | $316 | $696-54.5% | $1,159-72.7% | $2,596-87.8% |
| Participant deferral / active EE | $1,339 | $1,264+6.0% | $2,124-37.0% | $4,028-66.7% |
| Admin fee / account holder | $4,520 | $2,010+124.8% | $2,131+112.1% | $5,403-16.4% |