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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 | $10,839 | $77,901-86.1% | $149,717-92.8% | $75,181-85.6% |
| Participation rate | 53.3% | 65.6%-12.2pp | 78.8%-25.4pp | 67.2%-13.9pp |
| Annual return | -6.83% | 31.73%-38.6pp | 134.41%-141.2pp | 160.69%-167.5pp |
| Employer contribution / active EE | $507 | $3,137-83.8% | $4,820-89.5% | $2,671-81.0% |
| Participant deferral / active EE | $1,382 | $3,411-59.5% | $5,682-75.7% | $4,126-66.5% |
| Admin fee / account holder | $5,990 | $5,949+0.7% | $13,213-54.7% | $5,650+6.0% |