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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 | $39,110 | $50,199-22.1% | $70,098-44.2% | $66,930-41.6% |
| Participation rate | 30.7% | 66.3%-35.6pp | 70.5%-39.8pp | 69.8%-39.1pp |
| Annual return | -19.89% | -13.85%-6.0pp | 190.76%-210.7pp | 1.57%-21.5pp |
| Employer contribution / active EE | $1,181 | $1,864-36.6% | $2,560-53.9% | $2,545-53.6% |
| Participant deferral / active EE | $2,163 | $3,112-30.5% | $3,849-43.8% | $4,238-49.0% |
| Admin fee / account holder | $1,528 | $600+154.8% | $6,266-75.6% | $593+157.5% |