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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 | $15,875 | $27,639-42.6% | $61,501-74.2% | $68,490-76.8% |
| Participation rate | 41.2% | 39.5%+1.7pp | 52.6%-11.4pp | 67.9%-26.7pp |
| Annual return | -29.83% | -13.19%-16.6pp | 339.04%-368.9pp | -7.85%-22.0pp |
| Employer contribution / active EE | $718 | $696+3.2% | $1,160-38.0% | $2,597-72.3% |
| Participant deferral / active EE | $1,620 | $1,264+28.2% | $2,125-23.7% | $4,028-59.8% |
| Admin fee / account holder | $379 | $2,012-81.2% | $2,132-82.2% | $5,403-93.0% |