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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 | $7,254 | $27,943-74.0% | $58,507-87.6% | $75,177-90.4% |
| Participation rate | 51.4% | 38.8%+12.6pp | 50.9%+0.6pp | 67.2%-15.8pp |
| Annual return | -14.68% | 44.22%-58.9pp | 4252.32%-4267.0pp | 160.75%-175.4pp |
| Employer contribution / active EE | $809 | $670+20.8% | $1,053-23.2% | $2,671-69.7% |
| Participant deferral / active EE | $1,078 | $1,202-10.3% | $1,922-43.9% | $4,126-73.9% |
| Admin fee / account holder | $2,556 | $1,727+48.0% | $2,486+2.8% | $5,651-54.8% |