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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 | $43,959 | $27,639+59.1% | $61,501-28.5% | $68,490-35.8% |
| Participation rate | 20.6% | 39.5%-18.9pp | 52.6%-31.9pp | 67.9%-47.3pp |
| Annual return | -22.72% | -13.19%-9.5pp | 339.04%-361.8pp | -7.85%-14.9pp |
| Employer contribution / active EE | $360 | $696-48.3% | $1,160-69.0% | $2,597-86.1% |
| Participant deferral / active EE | $1,111 | $1,264-12.1% | $2,125-47.7% | $4,028-72.4% |
| Admin fee / account holder | $1,476 | $2,012-26.7% | $2,132-30.8% | $5,403-72.7% |