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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 | $30,572 | $47,977-36.3% | $154,108-80.2% | $56,289-45.7% |
| Participation rate | 53.2% | 66.2%-13.0pp | 83.0%-29.8pp | 69.9%-16.6pp |
| Annual return | -6.99% | 3.54%-10.5pp | 735.21%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $700 | $2,169-67.7% | $5,298-86.8% | $2,111-66.8% |
| Participant deferral / active EE | $1,526 | $2,392-36.2% | $5,081-70.0% | $3,350-54.4% |
| Admin fee / account holder | $883 | $438+101.4% | $13,411-93.4% | $521+69.4% |