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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 | $3,302 | $27,632-88.1% | $61,452-94.6% | $68,486-95.2% |
| Participation rate | 31.7% | 39.5%-7.8pp | 52.6%-20.9pp | 67.9%-36.2pp |
| Annual return | -21.17% | -13.24%-7.9pp | 338.96%-360.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $383 | $1,264-69.7% | $2,125-82.0% | $4,028-90.5% |
| Admin fee / account holder | $1,051 | $2,010-47.7% | $2,131-50.7% | $5,404-80.6% |