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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 | $15,100 | $75,959-80.1% | $154,114-90.2% | $64,181-76.5% |
| Participation rate | 47.8% | 70.4%-22.6pp | 83.0%-35.2pp | 69.6%-21.7pp |
| Annual return | -9.02% | 30.32%-39.3pp | 735.16%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $460 | $3,350-86.3% | $5,298-91.3% | $2,381-80.7% |
| Participant deferral / active EE | $1,317 | $3,175-58.5% | $5,081-74.1% | $3,470-62.0% |
| Admin fee / account holder | $310 | $5,589-94.5% | $13,411-97.7% | $4,887-93.7% |