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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 | $8,985 | $58,241-84.6% | $81,780-89.0% | $80,911-88.9% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.4%-32.4pp | 67.6%-27.6pp |
| Annual return | -21.24% | 41.73%-63.0pp | 776.27%-797.5pp | 35.63%-56.9pp |
| Employer contribution / active EE | $703 | $2,343-70.0% | $2,914-75.9% | $2,756-74.5% |
| Participant deferral / active EE | $1,084 | $3,283-67.0% | $4,321-74.9% | $4,297-74.8% |
| Admin fee / account holder | $6,441 | $4,973+29.5% | $7,384-12.8% | $6,935-7.1% |