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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 | $32,928 | $84,551-61.1% | $61,452-46.4% | $134,532-75.5% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -22.38% | 585.39%-607.8pp | 338.96%-361.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,055 | $1,545-31.7% | $1,160-9.0% | $4,741-77.7% |
| Participant deferral / active EE | $3,498 | $2,818+24.1% | $2,125+64.6% | $6,401-45.4% |
| Admin fee / account holder | $1,668 | $2,587-35.5% | $2,131-21.7% | $11,429-85.4% |