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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 | $15,865 | $54,370-70.8% | $82,763-80.8% | $68,490-76.8% |
| Participation rate | 69.0% | 63.9%+5.0pp | 72.6%-3.6pp | 67.9%+1.1pp |
| Annual return | -21.63% | -13.67%-8.0pp | 702.45%-724.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $729 | $2,219-67.2% | $3,008-75.8% | $2,597-71.9% |
| Participant deferral / active EE | $2,303 | $3,247-29.1% | $4,395-47.6% | $4,028-42.8% |
| Admin fee / account holder | $637 | $4,398-85.5% | $5,325-88.0% | $5,403-88.2% |