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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 | $7,292 | $27,632-73.6% | $61,452-88.1% | $68,486-89.4% |
| Participation rate | 16.2% | 39.5%-23.3pp | 52.6%-36.4pp | 67.9%-51.7pp |
| Annual return | -26.61% | -13.24%-13.4pp | 338.96%-365.6pp | -7.85%-18.8pp |
| Employer contribution / active EE | $606 | $696-13.0% | $1,160-47.8% | $2,597-76.7% |
| Participant deferral / active EE | $488 | $1,264-61.4% | $2,125-77.0% | $4,028-87.9% |
| Admin fee / account holder | $1,615 | $2,010-19.7% | $2,131-24.2% | $5,404-70.1% |