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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 | $84,941 | $54,370+56.2% | $82,763+2.6% | $68,490+24.0% |
| Participation rate | 35.7% | 63.9%-28.2pp | 72.6%-36.8pp | 67.9%-32.2pp |
| Annual return | -20.13% | -13.67%-6.5pp | 702.45%-722.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $809 | $2,219-63.5% | $3,008-73.1% | $2,597-68.8% |
| Participant deferral / active EE | $2,091 | $3,247-35.6% | $4,395-52.4% | $4,028-48.1% |
| Admin fee / account holder | $2,513 | $4,398-42.9% | $5,325-52.8% | $5,403-53.5% |