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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 | $26,309 | $27,632-4.8% | $61,452-57.2% | $68,486-61.6% |
| Participation rate | 6.7% | 39.5%-32.8pp | 52.6%-45.9pp | 67.9%-61.2pp |
| Annual return | -23.45% | -13.24%-10.2pp | 338.96%-362.4pp | -7.85%-15.6pp |
| Employer contribution / active EE | $117 | $696-83.2% | $1,160-89.9% | $2,597-95.5% |
| Participant deferral / active EE | $463 | $1,264-63.4% | $2,125-78.2% | $4,028-88.5% |
| Admin fee / account holder | $7,400 | $2,010+268.1% | $2,131+247.3% | $5,404+36.9% |