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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 | $33,096 | $84,499-60.8% | $125,391-73.6% | $66,949-50.6% |
| Participation rate | 57.5% | 76.4%-18.9pp | 82.4%-24.9pp | 69.8%-12.3pp |
| Annual return | -31.93% | -8.49%-23.4pp | 572.41%-604.3pp | 1.57%-33.5pp |
| Employer contribution / active EE | $1,763 | $3,554-50.4% | $4,816-63.4% | $2,545-30.7% |
| Participant deferral / active EE | $4,755 | $6,785-29.9% | $7,448-36.2% | $4,239+12.2% |
| Admin fee / account holder | $3,273 | $685+377.7% | $10,009-67.3% | $594+451.4% |