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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 | $16,485 | $90,320-81.7% | $59,496-72.3% | $125,388-86.9% |
| Participation rate | 59.1% | 68.3%-9.2pp | 54.6%+4.5pp | 83.2%-24.1pp |
| Annual return | -7.48% | 369.13%-376.6pp | 182.05%-189.5pp | 282.24%-289.7pp |
| Employer contribution / active EE | $359 | $1,792-79.9% | $1,153-68.8% | $4,866-92.6% |
| Participant deferral / active EE | $484 | $2,716-82.2% | $1,829-73.6% | $5,352-91.0% |
| Admin fee / account holder | $2,792 | $3,063-8.8% | $2,232+25.1% | $9,541-70.7% |