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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 | $12,589 | $47,977-73.8% | $154,114-91.8% | $56,287-77.6% |
| Participation rate | 37.8% | 66.2%-28.3pp | 83.0%-45.2pp | 69.9%-32.0pp |
| Annual return | -10.23% | 3.54%-13.8pp | 735.16%-745.4pp | -9.96%-0.3pp |
| Employer contribution / active EE | $572 | $2,169-73.6% | $5,298-89.2% | $2,111-72.9% |
| Participant deferral / active EE | $896 | $2,392-62.5% | $5,081-82.4% | $3,350-73.3% |
| Admin fee / account holder | $1,457 | $438+232.5% | $13,411-89.1% | $521+179.7% |