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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 | $32,660 | $45,872-28.8% | $77,096-57.6% | $68,486-52.3% |
| Participation rate | 14.3% | 55.9%-41.6pp | 67.9%-53.6pp | 67.9%-53.6pp |
| Annual return | -24.43% | 1.73%-26.2pp | 42.35%-66.8pp | -7.85%-16.6pp |
| Employer contribution / active EE | $348 | $1,650-78.9% | $2,814-87.6% | $2,597-86.6% |
| Participant deferral / active EE | $1,247 | $2,963-57.9% | $4,429-71.8% | $4,028-69.0% |
| Admin fee / account holder | $16,447 | $3,041+440.8% | $5,428+203.0% | $5,404+204.4% |