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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 | $16,484 | $27,639-40.4% | $61,501-73.2% | $68,490-75.9% |
| Participation rate | 69.0% | 39.5%+29.5pp | 52.6%+16.4pp | 67.9%+1.1pp |
| Annual return | -25.15% | -13.19%-12.0pp | 339.04%-364.2pp | -7.85%-17.3pp |
| Employer contribution / active EE | $792 | $696+13.8% | $1,160-31.7% | $2,597-69.5% |
| Participant deferral / active EE | $1,076 | $1,264-14.9% | $2,125-49.4% | $4,028-73.3% |
| Admin fee / account holder | $1,910 | $2,012-5.1% | $2,132-10.4% | $5,403-64.7% |