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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 | $42,663 | $27,632+54.4% | $61,452-30.6% | $68,486-37.7% |
| Participation rate | 19.2% | 39.5%-20.3pp | 52.6%-33.3pp | 67.9%-48.7pp |
| Annual return | -25.60% | -13.24%-12.4pp | 338.96%-364.6pp | -7.85%-17.7pp |
| Employer contribution / active EE | $515 | $696-25.9% | $1,160-55.6% | $2,597-80.2% |
| Participant deferral / active EE | $2,516 | $1,264+99.1% | $2,125+18.4% | $4,028-37.5% |
| Admin fee / account holder | $659 | $2,010-67.2% | $2,131-69.1% | $5,404-87.8% |