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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 | $10,496 | $27,632-62.0% | $61,452-82.9% | $68,486-84.7% |
| Participation rate | 16.7% | 39.5%-22.8pp | 52.6%-35.9pp | 67.9%-51.2pp |
| Annual return | -29.57% | -13.24%-16.3pp | 338.96%-368.5pp | -7.85%-21.7pp |
| Employer contribution / active EE | $325 | $696-53.3% | $1,160-72.0% | $2,597-87.5% |
| Participant deferral / active EE | $609 | $1,264-51.8% | $2,125-71.3% | $4,028-84.9% |
| Admin fee / account holder | $1,170 | $2,010-41.8% | $2,131-45.1% | $5,404-78.3% |