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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 | $6,278 | $32,117-80.5% | $71,086-91.2% | $64,173-90.2% |
| Participation rate | 15.9% | 42.7%-26.8pp | 54.7%-38.8pp | 69.6%-53.7pp |
| Annual return | -12.09% | -5.57%-6.5pp | 650.59%-662.7pp | 7.63%-19.7pp |
| Employer contribution / active EE | $367 | $712-48.5% | $1,088-66.3% | $2,381-84.6% |
| Participant deferral / active EE | $1,227 | $1,263-2.8% | $1,874-34.5% | $3,470-64.6% |
| Admin fee / account holder | $1,128 | $2,759-59.1% | $3,082-63.4% | $4,887-76.9% |