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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 | $36,432 | $82,674-55.9% | $125,381-70.9% | $68,486-46.8% |
| Participation rate | 24.1% | 75.1%-51.0pp | 82.4%-58.3pp | 67.9%-43.8pp |
| Annual return | -21.32% | -5.97%-15.4pp | 572.31%-593.6pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,072 | $3,382-68.3% | $4,815-77.7% | $2,597-58.7% |
| Participant deferral / active EE | $3,332 | $6,111-45.5% | $7,448-55.3% | $4,028-17.3% |
| Admin fee / account holder | $8,669 | $6,277+38.1% | $10,007-13.4% | $5,404+60.4% |