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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 | $37,743 | $54,763-31.1% | $90,324-58.2% | $72,976-48.3% |
| Participation rate | 38.8% | 65.2%-26.4pp | 73.3%-34.5pp | 69.5%-30.7pp |
| Annual return | -37.74% | 30.63%-68.4pp | 78.15%-115.9pp | 81.02%-118.8pp |
| Employer contribution / active EE | $503 | $2,093-76.0% | $2,856-82.4% | $2,440-79.4% |
| Participant deferral / active EE | $1,904 | $2,887-34.1% | $3,885-51.0% | $3,608-47.2% |
| Admin fee / account holder | $6,087 | $3,973+53.2% | $5,356+13.7% | $5,124+18.8% |