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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 | $10,165 | $27,639-63.2% | $61,501-83.5% | $68,490-85.2% |
| Participation rate | 48.3% | 39.5%+8.8pp | 52.6%-4.2pp | 67.9%-19.6pp |
| Annual return | -21.92% | -13.19%-8.7pp | 339.04%-361.0pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,144 | $696+64.4% | $1,160-1.3% | $2,597-55.9% |
| Participant deferral / active EE | $1,913 | $1,264+51.4% | $2,125-10.0% | $4,028-52.5% |
| Admin fee / account holder | $1,037 | $2,012-48.5% | $2,132-51.4% | $5,403-80.8% |