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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 | $31,248 | $32,117-2.7% | $71,086-56.0% | $64,173-51.3% |
| Participation rate | 16.4% | 42.7%-26.3pp | 54.7%-38.2pp | 69.6%-53.1pp |
| Annual return | -11.68% | -5.57%-6.1pp | 650.59%-662.3pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,152 | $712+61.8% | $1,088+5.9% | $2,381-51.6% |
| Participant deferral / active EE | $760 | $1,263-39.8% | $1,874-59.4% | $3,470-78.1% |
| Admin fee / account holder | $991 | $2,759-64.1% | $3,082-67.9% | $4,887-79.7% |