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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 | $8,209 | $25,723-68.1% | $69,182-88.1% | $55,167-85.1% |
| Participation rate | 53.6% | 39.4%+14.2pp | 55.1%-1.5pp | 69.0%-15.4pp |
| Annual return | -3.79% | 9.56%-13.4pp | -21.93%+18.1pp | 169.23%-173.0pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,692 | $963+179.4% | $1,897+41.9% | $3,054-11.9% |
| Admin fee / account holder | $1,552 | $365+325.7% | $2,697-42.4% | $504+208.1% |