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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 | $16,913 | $30,732-45.0% | $59,496-71.6% | $59,633-71.6% |
| Participation rate | 48.1% | 43.2%+4.9pp | 54.6%-6.4pp | 68.7%-20.5pp |
| Annual return | -9.08% | 4.47%-13.5pp | 182.05%-191.1pp | 2041.45%-2050.5pp |
| Employer contribution / active EE | $247 | $631-60.8% | $1,153-78.6% | $2,203-88.8% |
| Participant deferral / active EE | $521 | $1,183-55.9% | $1,829-71.5% | $3,192-83.7% |
| Admin fee / account holder | $3,094 | $2,136+44.8% | $2,232+38.6% | $4,297-28.0% |