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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 | $8,152 | $30,732-73.5% | $59,496-86.3% | $59,632-86.3% |
| Participation rate | 45.7% | 43.2%+2.5pp | 54.6%-8.8pp | 68.7%-22.9pp |
| Annual return | -5.06% | 4.47%-9.5pp | 182.05%-187.1pp | 2041.32%-2046.4pp |
| Employer contribution / active EE | $480 | $631-23.9% | $1,153-58.4% | $2,203-78.2% |
| Participant deferral / active EE | $521 | $1,183-55.9% | $1,829-71.5% | $3,192-83.7% |
| Admin fee / account holder | $399 | $2,136-81.3% | $2,232-82.1% | $4,297-90.7% |