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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 | $18,718 | $32,117-41.7% | $71,089-73.7% | $64,173-70.8% |
| Participation rate | 18.3% | 42.7%-24.4pp | 54.6%-36.3pp | 69.6%-51.2pp |
| Annual return | -11.66% | -5.57%-6.1pp | 650.65%-662.3pp | 7.63%-19.3pp |
| Employer contribution / active EE | $342 | $712-52.0% | $1,088-68.6% | $2,381-85.7% |
| Participant deferral / active EE | $416 | $1,263-67.0% | $1,873-77.8% | $3,470-88.0% |
| Admin fee / account holder | $2,072 | $2,759-24.9% | $3,082-32.8% | $4,887-57.6% |