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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 | $20,576 | $37,446-45.1% | $77,552-73.5% | $79,856-74.2% |
| Participation rate | 55.6% | 41.5%+14.0pp | 54.2%+1.4pp | 69.6%-14.1pp |
| Annual return | -25.86% | 39.76%-65.6pp | 54.82%-80.7pp | 31.71%-57.6pp |
| Employer contribution / active EE | $480 | $637-24.6% | $987-51.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,132 | $1,261-10.2% | $1,861-39.2% | $3,741-69.7% |
| Admin fee / account holder | $11,921 | $2,506+375.7% | $2,859+316.9% | $5,306+124.6% |