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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 | $34,981 | $54,370-35.7% | $82,763-57.7% | $68,490-48.9% |
| Participation rate | 35.6% | 63.9%-28.3pp | 72.6%-36.9pp | 67.9%-32.3pp |
| Annual return | -27.89% | -13.67%-14.2pp | 702.45%-730.3pp | -7.85%-20.0pp |
| Employer contribution / active EE | $454 | $2,219-79.5% | $3,008-84.9% | $2,597-82.5% |
| Participant deferral / active EE | $1,952 | $3,247-39.9% | $4,395-55.6% | $4,028-51.5% |
| Admin fee / account holder | $6,419 | $4,398+46.0% | $5,325+20.6% | $5,403+18.8% |