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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 | $36,565 | $63,342-42.3% | $92,236-60.4% | $70,131-47.9% |
| Participation rate | 58.5% | 68.7%-10.2pp | 76.5%-18.0pp | 69.5%-11.1pp |
| Annual return | -25.90% | 530.15%-556.1pp | 176.29%-202.2pp | 73.14%-99.0pp |
| Employer contribution / active EE | $1,661 | $2,471-32.8% | $3,679-54.9% | $2,342-29.1% |
| Participant deferral / active EE | $3,406 | $2,854+19.4% | $3,897-12.6% | $3,332+2.2% |
| Admin fee / account holder | $936 | $3,840-75.6% | $5,194-82.0% | $4,645-79.9% |