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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 | $24,582 | $27,632-11.0% | $61,452-60.0% | $68,486-64.1% |
| Participation rate | 6.9% | 39.5%-32.6pp | 52.6%-45.7pp | 67.9%-61.0pp |
| Annual return | -27.50% | -13.24%-14.3pp | 338.96%-366.5pp | -7.85%-19.6pp |
| Employer contribution / active EE | $185 | $696-73.4% | $1,160-84.1% | $2,597-92.9% |
| Participant deferral / active EE | $873 | $1,264-30.9% | $2,125-58.9% | $4,028-78.3% |
| Admin fee / account holder | $1,000 | $2,010-50.3% | $2,131-53.1% | $5,404-81.5% |