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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 | $12,241 | $27,626-55.7% | $61,389-80.1% | $68,498-82.1% |
| Participation rate | 51.4% | 39.5%+11.9pp | 52.6%-1.1pp | 67.9%-16.5pp |
| Annual return | -23.08% | -13.24%-9.8pp | 338.73%-361.8pp | -7.84%-15.2pp |
| Employer contribution / active EE | $280 | $696-59.7% | $1,160-75.8% | $2,596-89.2% |
| Participant deferral / active EE | $910 | $1,263-28.0% | $2,125-57.2% | $4,027-77.4% |
| Admin fee / account holder | $3,261 | $2,010+62.3% | $2,130+53.1% | $5,403-39.6% |