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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 | $7,746 | $27,632-72.0% | $61,452-87.4% | $68,486-88.7% |
| Participation rate | 55.0% | 39.5%+15.5pp | 52.6%+2.4pp | 67.9%-12.9pp |
| Annual return | -24.13% | -13.24%-10.9pp | 338.96%-363.1pp | -7.85%-16.3pp |
| Employer contribution / active EE | $278 | $696-60.1% | $1,160-76.0% | $2,597-89.3% |
| Participant deferral / active EE | $2,089 | $1,264+65.3% | $2,125-1.7% | $4,028-48.1% |
| Admin fee / account holder | $3,420 | $2,010+70.1% | $2,131+60.5% | $5,404-36.7% |