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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 | $4,582 | $28,601-84.0% | $71,778-93.6% | $66,949-93.2% |
| Participation rate | 37.7% | 56.7%-18.9pp | 62.3%-24.6pp | 69.8%-32.1pp |
| Annual return | -19.95% | -10.90%-9.1pp | 9.15%-29.1pp | 1.57%-21.5pp |
| Employer contribution / active EE | $605 | $1,104-45.2% | $1,704-64.5% | $2,545-76.2% |
| Participant deferral / active EE | $981 | $1,912-48.7% | $2,656-63.1% | $4,239-76.9% |
| Admin fee / account holder | $10,052 | $506+1885.5% | $3,974+153.0% | $594+1593.5% |