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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 | $22,207 | $27,632-19.6% | $61,399-63.8% | $68,495-67.6% |
| Participation rate | 41.5% | 39.5%+2.0pp | 52.6%-11.0pp | 67.9%-26.4pp |
| Annual return | -21.91% | -13.24%-8.7pp | 338.81%-360.7pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,482 | $696+113.0% | $1,159+27.8% | $2,596-42.9% |
| Participant deferral / active EE | $2,407 | $1,264+90.5% | $2,124+13.3% | $4,028-40.2% |
| Admin fee / account holder | $1,688 | $2,010-16.0% | $2,131-20.8% | $5,403-68.8% |