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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 | $16,804 | $27,632-39.2% | $61,399-72.6% | $68,495-75.5% |
| Participation rate | 33.7% | 39.5%-5.8pp | 52.6%-18.9pp | 67.9%-34.2pp |
| Annual return | -21.86% | -13.24%-8.6pp | 338.81%-360.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $951 | $696+36.7% | $1,159-17.9% | $2,596-63.4% |
| Participant deferral / active EE | $1,447 | $1,264+14.5% | $2,124-31.9% | $4,028-64.1% |
| Admin fee / account holder | $1,092 | $2,010-45.7% | $2,131-48.8% | $5,403-79.8% |