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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 | $35,491 | $54,355-34.7% | $82,744-57.1% | $68,486-48.2% |
| Participation rate | 26.5% | 63.9%-37.4pp | 72.6%-46.0pp | 67.9%-41.4pp |
| Annual return | -20.67% | -13.67%-7.0pp | 702.22%-722.9pp | -7.85%-12.8pp |
| Employer contribution / active EE | $579 | $2,219-73.9% | $3,008-80.7% | $2,597-77.7% |
| Participant deferral / active EE | $1,276 | $3,246-60.7% | $4,395-71.0% | $4,028-68.3% |
| Admin fee / account holder | $1,648 | $4,397-62.5% | $5,325-69.0% | $5,404-69.5% |