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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 | $14,877 | $54,355-72.6% | $82,744-82.0% | $68,486-78.3% |
| Participation rate | 36.7% | 63.9%-27.3pp | 72.6%-35.9pp | 67.9%-31.2pp |
| Annual return | -27.61% | -13.67%-13.9pp | 702.22%-729.8pp | -7.85%-19.8pp |
| Employer contribution / active EE | $623 | $2,219-71.9% | $3,008-79.3% | $2,597-76.0% |
| Participant deferral / active EE | $1,376 | $3,246-57.6% | $4,395-68.7% | $4,028-65.8% |
| Admin fee / account holder | $2,125 | $4,397-51.7% | $5,325-60.1% | $5,404-60.7% |