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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 | $14,958 | $44,850-66.6% | $60,547-75.3% | $59,632-74.9% |
| Participation rate | 48.3% | 59.5%-11.2pp | 68.0%-19.7pp | 68.7%-20.4pp |
| Annual return | -3.66% | 1074.14%-1077.8pp | 335.64%-339.3pp | 2041.32%-2045.0pp |
| Employer contribution / active EE | $446 | $1,462-69.5% | $2,419-81.6% | $2,203-79.7% |
| Participant deferral / active EE | $1,033 | $2,230-53.7% | $3,328-69.0% | $3,192-67.6% |
| Admin fee / account holder | $1,385 | $3,635-61.9% | $4,536-69.5% | $4,297-67.8% |