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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 | $5,820 | $32,117-81.9% | $71,089-91.8% | $64,173-90.9% |
| Participation rate | 35.9% | 42.7%-6.8pp | 54.6%-18.7pp | 69.6%-33.7pp |
| Annual return | -11.25% | -5.57%-5.7pp | 650.65%-661.9pp | 7.63%-18.9pp |
| Employer contribution / active EE | $165 | $712-76.8% | $1,088-84.8% | $2,381-93.1% |
| Participant deferral / active EE | $909 | $1,263-28.0% | $1,873-51.5% | $3,470-73.8% |
| Admin fee / account holder | $1,863 | $2,759-32.5% | $3,082-39.6% | $4,887-61.9% |