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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 | $26,335 | $27,632-4.7% | $61,399-57.1% | $68,495-61.6% |
| Participation rate | 10.7% | 39.5%-28.8pp | 52.6%-41.9pp | 67.9%-57.2pp |
| Annual return | -24.27% | -13.24%-11.0pp | 338.81%-363.1pp | -7.84%-16.4pp |
| Employer contribution / active EE | $420 | $696-39.7% | $1,159-63.8% | $2,596-83.8% |
| Participant deferral / active EE | $812 | $1,264-35.7% | $2,124-61.8% | $4,028-79.8% |
| Admin fee / account holder | $314 | $2,010-84.4% | $2,131-85.3% | $5,403-94.2% |