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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 | $3,062 | $27,639-88.9% | $61,501-95.0% | $68,490-95.5% |
| Participation rate | 68.0% | 39.5%+28.5pp | 52.6%+15.4pp | 67.9%+0.1pp |
| Annual return | -36.73% | -13.19%-23.5pp | 339.04%-375.8pp | -7.85%-28.9pp |
| Employer contribution / active EE | $426 | $696-38.8% | $1,160-63.3% | $2,597-83.6% |
| Participant deferral / active EE | $2,109 | $1,264+66.9% | $2,125-0.8% | $4,028-47.7% |
| Admin fee / account holder | $411 | $2,012-79.6% | $2,132-80.7% | $5,403-92.4% |