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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 | $11,056 | $22,602-51.1% | $65,566-83.1% | $75,173-85.3% |
| Participation rate | 16.7% | 63.1%-46.4pp | 64.9%-48.3pp | 67.2%-50.5pp |
| Annual return | -65.61% | 71.13%-136.7pp | 47.40%-113.0pp | 160.72%-226.3pp |
| Employer contribution / active EE | $460 | $941-51.1% | $1,692-72.8% | $2,671-82.8% |
| Participant deferral / active EE | $766 | $1,695-54.8% | $2,832-73.0% | $4,126-81.4% |
| Admin fee / account holder | $10,500 | $1,877+459.3% | $4,114+155.2% | $5,651+85.8% |