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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 | $2,821 | $31,105-90.9% | $53,647-94.7% | $64,097-95.6% |
| Participation rate | 35.5% | 30.7%+4.8pp | 56.3%-20.8pp | 55.2%-19.7pp |
| Annual return | -27.46% | 22.54%-50.0pp | 358.33%-385.8pp | 34.64%-62.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $309 | $896-65.5% | $1,813-83.0% | $3,080-90.0% |
| Admin fee / account holder | $1,990 | $2,195-9.3% | $2,460-19.1% | $3,454-42.4% |