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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 | $10,601 | $27,639-61.6% | $61,501-82.8% | $68,490-84.5% |
| Participation rate | 16.1% | 39.5%-23.4pp | 52.6%-36.4pp | 67.9%-51.8pp |
| Annual return | -25.19% | -13.19%-12.0pp | 339.04%-364.2pp | -7.85%-17.3pp |
| Employer contribution / active EE | $421 | $696-39.5% | $1,160-63.7% | $2,597-83.8% |
| Participant deferral / active EE | $764 | $1,264-39.6% | $2,125-64.1% | $4,028-81.0% |
| Admin fee / account holder | $856 | $2,012-57.5% | $2,132-59.9% | $5,403-84.2% |