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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 | $4,476 | $27,632-83.8% | $61,399-92.7% | $68,495-93.5% |
| Participation rate | 18.7% | 39.5%-20.8pp | 52.6%-33.9pp | 67.9%-49.2pp |
| Annual return | -25.29% | -13.24%-12.1pp | 338.81%-364.1pp | -7.84%-17.4pp |
| Employer contribution / active EE | $190 | $696-72.7% | $1,159-83.6% | $2,596-92.7% |
| Participant deferral / active EE | $497 | $1,264-60.7% | $2,124-76.6% | $4,028-87.7% |
| Admin fee / account holder | $338 | $2,010-83.2% | $2,131-84.1% | $5,403-93.7% |