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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 | $9,339 | $25,979-64.1% | $71,755-87.0% | $68,486-86.4% |
| Participation rate | 13.2% | 54.5%-41.3pp | 62.3%-49.2pp | 67.9%-54.7pp |
| Annual return | -28.31% | -15.10%-13.2pp | 9.09%-37.4pp | -7.85%-20.5pp |
| Employer contribution / active EE | $147 | $900-83.6% | $1,704-91.4% | $2,597-94.3% |
| Participant deferral / active EE | $672 | $1,522-55.9% | $2,656-74.7% | $4,028-83.3% |
| Admin fee / account holder | $784 | $2,022-61.2% | $3,972-80.3% | $5,404-85.5% |