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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 | $7,953 | $27,639-71.2% | $61,501-87.1% | $68,490-88.4% |
| Participation rate | 25.6% | 39.5%-13.9pp | 52.6%-27.0pp | 67.9%-42.3pp |
| Annual return | -24.11% | -13.19%-10.9pp | 339.04%-363.2pp | -7.85%-16.3pp |
| Employer contribution / active EE | $412 | $696-40.8% | $1,160-64.5% | $2,597-84.1% |
| Participant deferral / active EE | $1,290 | $1,264+2.1% | $2,125-39.3% | $4,028-68.0% |
| Admin fee / account holder | $1,778 | $2,012-11.7% | $2,132-16.6% | $5,403-67.1% |