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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 | $8,441 | $27,632-69.5% | $61,399-86.3% | $68,495-87.7% |
| Participation rate | 43.6% | 39.5%+4.1pp | 52.6%-8.9pp | 67.9%-24.3pp |
| Annual return | -23.23% | -13.24%-10.0pp | 338.81%-362.0pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $799 | $1,264-36.8% | $2,124-62.4% | $4,028-80.2% |
| Admin fee / account holder | $585 | $2,010-70.9% | $2,131-72.6% | $5,403-89.2% |