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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 | $33,859 | $54,357-37.7% | $82,706-59.1% | $68,495-50.6% |
| Participation rate | 41.1% | 63.9%-22.9pp | 72.6%-31.5pp | 67.9%-26.8pp |
| Annual return | -21.92% | -13.67%-8.2pp | 701.76%-723.7pp | -7.84%-14.1pp |
| Employer contribution / active EE | $428 | $2,218-80.7% | $3,007-85.8% | $2,596-83.5% |
| Participant deferral / active EE | $2,149 | $3,246-33.8% | $4,394-51.1% | $4,028-46.6% |
| Admin fee / account holder | $2,852 | $4,396-35.1% | $5,329-46.5% | $5,403-47.2% |