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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 | $14,737 | $77,920-81.1% | $149,723-90.2% | $75,177-80.4% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.4pp | 67.2%-25.8pp |
| Annual return | -12.84% | 31.72%-44.6pp | 134.50%-147.3pp | 160.75%-173.6pp |
| Employer contribution / active EE | $712 | $3,138-77.3% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $2,202 | $3,411-35.5% | $5,682-61.3% | $4,126-46.6% |
| Admin fee / account holder | $12,128 | $5,951+103.8% | $13,215-8.2% | $5,651+114.6% |