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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 | $13,892 | $54,370-74.4% | $82,763-83.2% | $68,490-79.7% |
| Participation rate | 41.0% | 63.9%-22.9pp | 72.6%-31.5pp | 67.9%-26.9pp |
| Annual return | -20.26% | -13.67%-6.6pp | 702.45%-722.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $358 | $2,219-83.9% | $3,008-88.1% | $2,597-86.2% |
| Participant deferral / active EE | $1,786 | $3,247-45.0% | $4,395-59.4% | $4,028-55.7% |
| Admin fee / account holder | $657 | $4,398-85.1% | $5,325-87.7% | $5,403-87.8% |