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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 | $45,790 | $27,632+65.7% | $61,399-25.4% | $68,495-33.1% |
| Participation rate | 5.4% | 39.5%-34.1pp | 52.6%-47.2pp | 67.9%-62.5pp |
| Annual return | -24.95% | -13.24%-11.7pp | 338.81%-363.8pp | -7.84%-17.1pp |
| Employer contribution / active EE | $258 | $696-63.0% | $1,159-77.8% | $2,596-90.1% |
| Participant deferral / active EE | $984 | $1,264-22.1% | $2,124-53.7% | $4,028-75.6% |
| Admin fee / account holder | $1,527 | $2,010-24.0% | $2,131-28.3% | $5,403-71.7% |