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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 | $30,063 | $32,117-6.4% | $71,086-57.7% | $64,173-53.2% |
| Participation rate | 23.9% | 42.7%-18.8pp | 54.7%-30.8pp | 69.6%-45.7pp |
| Annual return | -11.52% | -5.57%-5.9pp | 650.59%-662.1pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,004 | $712+41.0% | $1,088-7.7% | $2,381-57.8% |
| Participant deferral / active EE | $2,098 | $1,263+66.1% | $1,874+11.9% | $3,470-39.5% |
| Admin fee / account holder | $789 | $2,759-71.4% | $3,082-74.4% | $4,887-83.8% |