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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 | $10,917 | $32,117-66.0% | $71,086-84.6% | $64,181-83.0% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -11.47% | -5.57%-5.9pp | 650.59%-662.1pp | 7.63%-19.1pp |
| Employer contribution / active EE | $392 | $712-44.9% | $1,088-63.9% | $2,381-83.5% |
| Participant deferral / active EE | $768 | $1,263-39.2% | $1,874-59.0% | $3,470-77.9% |
| Admin fee / account holder | $972 | $2,759-64.8% | $3,082-68.5% | $4,887-80.1% |