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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 | $41,966 | $49,177-14.7% | $79,467-47.2% | $64,173-34.6% |
| Participation rate | 20.0% | 65.0%-45.0pp | 73.3%-53.3pp | 69.6%-49.6pp |
| Annual return | -11.34% | -1.16%-10.2pp | 718.30%-729.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $442 | $2,076-78.7% | $2,800-84.2% | $2,381-81.4% |
| Participant deferral / active EE | $1,914 | $2,821-32.2% | $3,704-48.3% | $3,470-44.8% |
| Admin fee / account holder | $622 | $3,839-83.8% | $5,104-87.8% | $4,887-87.3% |