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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 | $4,156 | $27,632-85.0% | $61,452-93.2% | $68,486-93.9% |
| Participation rate | 55.8% | 39.5%+16.3pp | 52.6%+3.2pp | 67.9%-12.1pp |
| Annual return | -22.35% | -13.24%-9.1pp | 338.96%-361.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $316 | $696-54.6% | $1,160-72.7% | $2,597-87.8% |
| Participant deferral / active EE | $574 | $1,264-54.6% | $2,125-73.0% | $4,028-85.7% |
| Admin fee / account holder | $662 | $2,010-67.0% | $2,131-68.9% | $5,404-87.7% |