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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 | $7,695 | $93,117-91.7% | $77,096-90.0% | $134,532-94.3% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -25.90% | 62.67%-88.6pp | 42.35%-68.2pp | 418.27%-444.2pp |
| Employer contribution / active EE | $941 | $3,420-72.5% | $2,814-66.6% | $4,741-80.2% |
| Participant deferral / active EE | $1,563 | $5,241-70.2% | $4,429-64.7% | $6,401-75.6% |
| Admin fee / account holder | $1,613 | $6,948-76.8% | $5,428-70.3% | $11,429-85.9% |