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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 | $72,155 | $54,355+32.7% | $82,744-12.8% | $68,486+5.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -24.56% | -13.67%-10.9pp | 702.22%-726.8pp | -7.85%-16.7pp |
| Employer contribution / active EE | $265 | $2,219-88.1% | $3,008-91.2% | $2,597-89.8% |
| Participant deferral / active EE | $2,203 | $3,246-32.1% | $4,395-49.9% | $4,028-45.3% |
| Admin fee / account holder | $941 | $4,397-78.6% | $5,325-82.3% | $5,404-82.6% |