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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 | $35,771 | $97,881-63.5% | $80,004-55.3% | $125,389-71.5% |
| Participation rate | 15.8% | 77.9%-62.1pp | 73.0%-57.2pp | 83.2%-67.4pp |
| Annual return | -61.79% | 9.36%-71.1pp | 7.63%-69.4pp | 282.24%-344.0pp |
| Employer contribution / active EE | $1,422 | $3,128-54.5% | $2,473-42.5% | $4,866-70.8% |
| Participant deferral / active EE | $2,273 | $3,744-39.3% | $3,204-29.0% | $5,352-57.5% |
| Admin fee / account holder | $615 | $6,278-90.2% | $5,033-87.8% | $9,541-93.6% |