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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 | $43,332 | $27,632+56.8% | $61,452-29.5% | $68,486-36.7% |
| Participation rate | 17.1% | 39.5%-22.4pp | 52.6%-35.4pp | 67.9%-50.8pp |
| Annual return | -21.37% | -13.24%-8.1pp | 338.96%-360.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $707 | $696+1.5% | $1,160-39.1% | $2,597-72.8% |
| Participant deferral / active EE | $2,748 | $1,264+117.5% | $2,125+29.4% | $4,028-31.8% |
| Admin fee / account holder | $1,168 | $2,010-41.9% | $2,131-45.2% | $5,404-78.4% |