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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 | $34,419 | $103,392-66.7% | $87,104-60.5% | $152,897-77.5% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.9%-13.7pp | 82.5%-19.3pp |
| Annual return | -26.13% | 28.10%-54.2pp | 28.19%-54.3pp | 345.43%-371.6pp |
| Employer contribution / active EE | $1,144 | $3,221-64.5% | $2,521-54.6% | $4,764-76.0% |
| Participant deferral / active EE | $3,869 | $4,778-19.0% | $4,048-4.4% | $5,851-33.9% |
| Admin fee / account holder | $95,380 | $12,194+682.2% | $7,491+1173.3% | $11,599+722.3% |