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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 | $9,239 | $32,117-71.2% | $71,089-87.0% | $64,173-85.6% |
| Participation rate | 17.1% | 42.7%-25.6pp | 54.6%-37.6pp | 69.6%-52.5pp |
| Annual return | -23.88% | -5.57%-18.3pp | 650.65%-674.5pp | 7.63%-31.5pp |
| Employer contribution / active EE | $445 | $712-37.6% | $1,088-59.1% | $2,381-81.3% |
| Participant deferral / active EE | $850 | $1,263-32.7% | $1,873-54.6% | $3,470-75.5% |
| Admin fee / account holder | $553 | $2,759-79.9% | $3,082-82.1% | $4,887-88.7% |