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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 | $56,521 | $42,909+31.7% | $60,906-7.2% | $68,486-17.5% |
| Participation rate | 8.2% | 66.8%-58.6pp | 73.1%-64.9pp | 67.9%-59.7pp |
| Annual return | -51.53% | -13.99%-37.5pp | 16.94%-68.5pp | -7.85%-43.7pp |
| Employer contribution / active EE | $499 | $1,979-74.8% | $2,703-81.5% | $2,597-80.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,084 | $3,104-65.1% | $3,227-66.4% | $5,404-79.9% |