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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 | $27,639-52.6% | $61,501-78.7% | $68,490-80.9% |
| Participation rate | 42.4% | 39.5%+2.9pp | 52.6%-10.2pp | 67.9%-25.5pp |
| Annual return | -22.28% | -13.19%-9.1pp | 339.04%-361.3pp | -7.85%-14.4pp |
| Employer contribution / active EE | $108 | $696-84.5% | $1,160-90.7% | $2,597-95.8% |
| Participant deferral / active EE | $1,061 | $1,264-16.0% | $2,125-50.1% | $4,028-73.7% |
| Admin fee / account holder | $3,072 | $2,012+52.7% | $2,132+44.1% | $5,403-43.1% |