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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 | $25,677 | $54,355-52.8% | $82,744-69.0% | $68,486-62.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -21.80% | -13.67%-8.1pp | 702.22%-724.0pp | -7.85%-13.9pp |
| Employer contribution / active EE | $657 | $2,219-70.4% | $3,008-78.2% | $2,597-74.7% |
| Participant deferral / active EE | $1,204 | $3,246-62.9% | $4,395-72.6% | $4,028-70.1% |
| Admin fee / account holder | $649 | $4,397-85.2% | $5,325-87.8% | $5,404-88.0% |