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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 | $5,257 | $51,638-89.8% | $68,368-92.3% | $82,448-93.6% |
| Participation rate | 48.4% | 63.6%-15.2pp | 73.8%-25.4pp | 68.1%-19.7pp |
| Annual return | -15.69% | 37.53%-53.2pp | 292.57%-308.3pp | 41.64%-57.3pp |
| Employer contribution / active EE | $626 | $2,047-69.4% | $2,649-76.4% | $2,551-75.5% |
| Participant deferral / active EE | $1,216 | $2,914-58.3% | $4,123-70.5% | $4,139-70.6% |
| Admin fee / account holder | $783 | $4,643-83.1% | $5,150-84.8% | $7,234-89.2% |