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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 | $37,428-45.0% | $77,498-73.4% | $79,860-74.2% |
| Participation rate | 55.6% | 41.5%+14.0pp | 54.2%+1.4pp | 69.6%-14.1pp |
| Annual return | -25.86% | 39.71%-65.6pp | 54.79%-80.7pp | 31.72%-57.6pp |
| Employer contribution / active EE | $480 | $637-24.6% | $987-51.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,132 | $1,260-10.2% | $1,861-39.2% | $3,740-69.7% |
| Admin fee / account holder | $11,921 | $2,505+375.9% | $2,858+317.0% | $5,306+124.6% |