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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 | $68,743 | $45,872+49.9% | $77,100-10.8% | $68,490+0.4% |
| Participation rate | 13.0% | 55.9%-42.9pp | 67.9%-54.9pp | 67.9%-54.9pp |
| Annual return | -33.03% | 1.73%-34.8pp | 42.35%-75.4pp | -7.85%-25.2pp |
| Employer contribution / active EE | $406 | $1,650-75.4% | $2,815-85.6% | $2,597-84.4% |
| Participant deferral / active EE | $1,034 | $2,963-65.1% | $4,430-76.7% | $4,028-74.3% |
| Admin fee / account holder | $3,705 | $3,041+21.8% | $5,443-31.9% | $5,403-31.4% |