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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 | $27,889 | $51,207-45.5% | $70,565-60.5% | $75,177-62.9% |
| Participation rate | 44.4% | 61.0%-16.5pp | 68.4%-23.9pp | 67.2%-22.8pp |
| Annual return | -50.02% | 30.05%-80.1pp | 32.79%-82.8pp | 160.75%-210.8pp |
| Employer contribution / active EE | $1,020 | $1,826-44.2% | $2,976-65.7% | $2,671-61.8% |
| Participant deferral / active EE | $1,831 | $2,850-35.8% | $4,568-59.9% | $4,126-55.6% |
| Admin fee / account holder | $34,448 | $4,097+740.7% | $6,430+435.7% | $5,651+509.6% |