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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 | $21,625 | $32,117-32.7% | $71,089-69.6% | $64,173-66.3% |
| Participation rate | 20.8% | 42.7%-21.9pp | 54.6%-33.8pp | 69.6%-48.7pp |
| Annual return | -16.72% | -5.57%-11.1pp | 650.65%-667.4pp | 7.63%-24.4pp |
| Employer contribution / active EE | $373 | $712-47.7% | $1,088-65.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,128 | $1,263-10.7% | $1,873-39.8% | $3,470-67.5% |
| Admin fee / account holder | $663 | $2,759-76.0% | $3,082-78.5% | $4,887-86.4% |