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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 | $18,696 | $27,632-32.3% | $61,399-69.6% | $68,495-72.7% |
| Participation rate | 18.8% | 39.5%-20.8pp | 52.6%-33.8pp | 67.9%-49.1pp |
| Annual return | -47.57% | -13.24%-34.3pp | 338.81%-386.4pp | -7.84%-39.7pp |
| Employer contribution / active EE | $1,427 | $696+105.1% | $1,159+23.1% | $2,596-45.0% |
| Participant deferral / active EE | $1,930 | $1,264+52.8% | $2,124-9.1% | $4,028-52.1% |
| Admin fee / account holder | $969 | $2,010-51.8% | $2,131-54.5% | $5,403-82.1% |