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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 | $14,385 | $48,050-70.1% | $96,754-85.1% | $64,340-77.6% |
| Participation rate | 15.2% | 40.6%-25.4pp | 70.3%-55.1pp | 55.2%-40.0pp |
| Annual return | -0.49% | 23.41%-23.9pp | 82.04%-82.5pp | 24.14%-24.6pp |
| Employer contribution / active EE | $197 | $1,204-83.6% | $2,679-92.6% | $1,862-89.4% |
| Participant deferral / active EE | $459 | $2,191-79.0% | $4,758-90.3% | $2,980-84.6% |
| Admin fee / account holder | $5,415 | $3,741+44.7% | $8,905-39.2% | $3,703+46.3% |