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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 | $5,836 | $27,632-78.9% | $61,399-90.5% | $68,495-91.5% |
| Participation rate | 58.5% | 39.5%+19.0pp | 52.6%+5.9pp | 67.9%-9.4pp |
| Annual return | -26.20% | -13.24%-13.0pp | 338.81%-365.0pp | -7.84%-18.4pp |
| Employer contribution / active EE | $602 | $696-13.5% | $1,159-48.1% | $2,596-76.8% |
| Participant deferral / active EE | $1,377 | $1,264+9.0% | $2,124-35.2% | $4,028-65.8% |
| Admin fee / account holder | $414 | $2,010-79.4% | $2,131-80.6% | $5,403-92.3% |