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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 | $33,871 | $51,226-33.9% | $82,706-59.0% | $66,930-49.4% |
| Participation rate | 25.9% | 67.9%-42.0pp | 72.6%-46.7pp | 69.8%-44.0pp |
| Annual return | -21.91% | -9.61%-12.3pp | 701.76%-723.7pp | 1.57%-23.5pp |
| Employer contribution / active EE | $917 | $2,612-64.9% | $3,007-69.5% | $2,545-64.0% |
| Participant deferral / active EE | $1,513 | $3,460-56.3% | $4,394-65.6% | $4,238-64.3% |
| Admin fee / account holder | $5,019 | $416+1107.9% | $5,329-5.8% | $593+745.8% |