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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 | $34,614 | $95,917-63.9% | $79,583-56.5% | $134,545-74.3% |
| Participation rate | 18.2% | 75.0%-56.9pp | 69.5%-51.3pp | 81.2%-63.1pp |
| Annual return | -31.38% | -2.70%-28.7pp | 0.16%-31.5pp | 418.37%-449.7pp |
| Employer contribution / active EE | $556 | $3,129-82.2% | $2,414-77.0% | $4,742-88.3% |
| Participant deferral / active EE | $2,282 | $4,694-51.4% | $3,986-42.8% | $6,401-64.4% |
| Admin fee / account holder | $2,915 | $9,132-68.1% | $6,835-57.3% | $11,431-74.5% |