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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 | $9,646 | $27,632-65.1% | $61,399-84.3% | $68,495-85.9% |
| Participation rate | 37.5% | 39.5%-2.0pp | 52.6%-15.1pp | 67.9%-30.4pp |
| Annual return | -21.96% | -13.24%-8.7pp | 338.81%-360.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $490 | $696-29.6% | $1,159-57.8% | $2,596-81.1% |
| Participant deferral / active EE | $1,378 | $1,264+9.1% | $2,124-35.1% | $4,028-65.8% |
| Admin fee / account holder | $350 | $2,010-82.6% | $2,131-83.6% | $5,403-93.5% |