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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 | $34,400 | $131,835-73.9% | $108,582-68.3% | $273,972-87.4% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | -6.74% | -91.57%+84.8pp | -51.70%+45.0pp | 41.46%-48.2pp |
| Employer contribution / active EE | $1,593 | $4,913-67.6% | $3,758-57.6% | $4,869-67.3% |
| Participant deferral / active EE | $2,615 | $5,127-49.0% | $4,311-39.3% | $5,287-50.5% |
| Admin fee / account holder | $17,542 | $10,253+71.1% | $7,645+129.5% | $10,133+73.1% |