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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 | $2,923 | $69,118-95.8% | $53,647-94.6% | $138,895-97.9% |
| Participation rate | 44.4% | 64.0%-19.5pp | 56.3%-11.8pp | 79.9%-35.5pp |
| Annual return | -22.50% | 248.26%-270.8pp | 358.33%-380.8pp | 145.39%-167.9pp |
| Employer contribution / active EE | $161 | $1,189-86.4% | $962-83.2% | $4,194-96.2% |
| Participant deferral / active EE | $293 | $2,274-87.1% | $1,813-83.8% | $6,396-95.4% |
| Admin fee / account holder | $1,460 | $2,724-46.4% | $2,460-40.7% | $12,562-88.4% |