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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 | $34,676 | $54,370-36.2% | $82,763-58.1% | $68,490-49.4% |
| Participation rate | 47.9% | 63.9%-16.0pp | 72.6%-24.6pp | 67.9%-20.0pp |
| Annual return | -21.10% | -13.67%-7.4pp | 702.45%-723.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $345 | $2,219-84.5% | $3,008-88.5% | $2,597-86.7% |
| Participant deferral / active EE | $1,966 | $3,247-39.5% | $4,395-55.3% | $4,028-51.2% |
| Admin fee / account holder | $1,475 | $4,398-66.5% | $5,325-72.3% | $5,403-72.7% |