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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 | $28,112 | $44,873-37.4% | $79,467-64.6% | $56,289-50.1% |
| Participation rate | 52.4% | 68.7%-16.3pp | 73.3%-20.9pp | 69.9%-17.4pp |
| Annual return | -8.93% | 0.81%-9.7pp | 718.30%-727.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $1,446 | $2,140-32.4% | $2,800-48.4% | $2,111-31.5% |
| Participant deferral / active EE | $1,047 | $2,746-61.9% | $3,704-71.7% | $3,350-68.8% |
| Admin fee / account holder | $630 | $418+50.5% | $5,104-87.7% | $521+20.9% |