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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 | $21,473 | $81,233-73.6% | $155,567-86.2% | $80,874-73.4% |
| Participation rate | 24.7% | 66.2%-41.6pp | 78.2%-53.5pp | 67.6%-43.0pp |
| Annual return | -49.80% | 33.33%-83.1pp | 64.74%-114.5pp | 35.62%-85.4pp |
| Employer contribution / active EE | $979 | $3,101-68.4% | $4,674-79.0% | $2,756-64.5% |
| Participant deferral / active EE | $2,307 | $3,452-33.2% | $5,628-59.0% | $4,297-46.3% |
| Admin fee / account holder | $8,504 | $7,998+6.3% | $15,916-46.6% | $6,935+22.6% |