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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 | $10,796 | $27,632-60.9% | $61,452-82.4% | $68,486-84.2% |
| Participation rate | 11.4% | 39.5%-28.1pp | 52.6%-41.2pp | 67.9%-56.5pp |
| Annual return | -24.71% | -13.24%-11.5pp | 338.96%-363.7pp | -7.85%-16.9pp |
| Employer contribution / active EE | $232 | $696-66.6% | $1,160-80.0% | $2,597-91.1% |
| Participant deferral / active EE | $360 | $1,264-71.5% | $2,125-83.1% | $4,028-91.1% |
| Admin fee / account holder | $1,229 | $2,010-38.9% | $2,131-42.3% | $5,404-77.3% |