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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 | $16,887 | $45,152-62.6% | $73,836-77.1% | $59,633-71.7% |
| Participation rate | 69.2% | 64.0%+5.2pp | 73.4%-4.2pp | 68.7%+0.6pp |
| Annual return | -4.32% | 27.40%-31.7pp | 2268.06%-2272.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $404 | $1,901-78.8% | $2,787-85.5% | $2,203-81.7% |
| Participant deferral / active EE | $2,739 | $2,573+6.4% | $3,583-23.6% | $3,192-14.2% |
| Admin fee / account holder | $844 | $3,515-76.0% | $4,882-82.7% | $4,297-80.4% |