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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 | $34,259 | $54,357-37.0% | $82,706-58.6% | $68,495-50.0% |
| Participation rate | 27.5% | 63.9%-36.4pp | 72.6%-45.1pp | 67.9%-40.4pp |
| Annual return | -23.57% | -13.67%-9.9pp | 701.76%-725.3pp | -7.84%-15.7pp |
| Employer contribution / active EE | $299 | $2,218-86.5% | $3,007-90.1% | $2,596-88.5% |
| Participant deferral / active EE | $1,135 | $3,246-65.0% | $4,394-74.2% | $4,028-71.8% |
| Admin fee / account holder | $1,283 | $4,396-70.8% | $5,329-75.9% | $5,403-76.3% |