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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 | $8,323 | $27,632-69.9% | $61,399-86.4% | $68,495-87.8% |
| Participation rate | 30.4% | 39.5%-9.1pp | 52.6%-22.1pp | 67.9%-37.5pp |
| Annual return | -21.61% | -13.24%-8.4pp | 338.81%-360.4pp | -7.84%-13.8pp |
| Employer contribution / active EE | $360 | $696-48.2% | $1,159-68.9% | $2,596-86.1% |
| Participant deferral / active EE | $852 | $1,264-32.6% | $2,124-59.9% | $4,028-78.8% |
| Admin fee / account holder | $797 | $2,010-60.4% | $2,131-62.6% | $5,403-85.3% |