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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 | $15,121 | $44,873-66.3% | $79,466-81.0% | $56,287-73.1% |
| Participation rate | 42.7% | 68.7%-26.0pp | 73.3%-30.6pp | 69.9%-27.1pp |
| Annual return | -9.89% | 0.81%-10.7pp | 718.28%-728.2pp | -9.96%+0.1pp |
| Employer contribution / active EE | $548 | $2,140-74.4% | $2,800-80.4% | $2,111-74.0% |
| Participant deferral / active EE | $1,289 | $2,746-53.1% | $3,704-65.2% | $3,350-61.5% |
| Admin fee / account holder | $489 | $418+17.0% | $5,104-90.4% | $521-6.1% |