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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 | $33,299 | $82,674-59.7% | $125,381-73.4% | $68,486-51.4% |
| Participation rate | 46.2% | 75.1%-28.9pp | 82.4%-36.2pp | 67.9%-21.7pp |
| Annual return | -25.01% | -5.97%-19.0pp | 572.31%-597.3pp | -7.85%-17.2pp |
| Employer contribution / active EE | $2,414 | $3,382-28.6% | $4,815-49.9% | $2,597-7.0% |
| Participant deferral / active EE | $5,185 | $6,111-15.2% | $7,448-30.4% | $4,028+28.7% |
| Admin fee / account holder | $2,984 | $6,277-52.5% | $10,007-70.2% | $5,404-44.8% |