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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 | $15,066 | $47,977-68.6% | $154,111-90.2% | $56,287-73.2% |
| Participation rate | 52.3% | 66.2%-13.8pp | 83.0%-30.7pp | 69.9%-17.5pp |
| Annual return | -8.77% | 3.54%-12.3pp | 735.18%-744.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $944 | $2,169-56.5% | $5,298-82.2% | $2,111-55.3% |
| Participant deferral / active EE | $2,577 | $2,392+7.7% | $5,081-49.3% | $3,350-23.1% |
| Admin fee / account holder | $2,628 | $438+499.7% | $13,411-80.4% | $521+404.5% |