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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 | $13,542 | $47,977-71.8% | $154,108-91.2% | $56,289-75.9% |
| Participation rate | 51.5% | 66.2%-14.7pp | 83.0%-31.6pp | 69.9%-18.4pp |
| Annual return | -7.80% | 3.54%-11.3pp | 735.21%-743.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $778 | $2,169-64.1% | $5,298-85.3% | $2,111-63.2% |
| Participant deferral / active EE | $1,367 | $2,392-42.8% | $5,081-73.1% | $3,350-59.2% |
| Admin fee / account holder | $673 | $438+53.6% | $13,411-95.0% | $521+29.2% |