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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 | $13,113 | $27,626-52.5% | $61,389-78.6% | $68,498-80.9% |
| Participation rate | 42.4% | 39.5%+2.9pp | 52.6%-10.1pp | 67.9%-25.5pp |
| Annual return | -22.28% | -13.24%-9.0pp | 338.73%-361.0pp | -7.84%-14.4pp |
| Employer contribution / active EE | $108 | $696-84.5% | $1,160-90.7% | $2,596-95.8% |
| Participant deferral / active EE | $1,061 | $1,263-16.0% | $2,125-50.1% | $4,027-73.7% |
| Admin fee / account holder | $3,072 | $2,010+52.9% | $2,130+44.2% | $5,403-43.1% |