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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 | $11,830 | $32,117-63.2% | $71,086-83.4% | $64,181-81.6% |
| Participation rate | 55.2% | 42.7%+12.5pp | 54.7%+0.5pp | 69.6%-14.4pp |
| Annual return | -11.67% | -5.57%-6.1pp | 650.59%-662.3pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,206 | $712+69.3% | $1,088+10.8% | $2,381-49.4% |
| Participant deferral / active EE | $1,532 | $1,263+21.3% | $1,874-18.3% | $3,470-55.8% |
| Admin fee / account holder | $1,063 | $2,759-61.5% | $3,082-65.5% | $4,887-78.2% |