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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 | $36,074 | $49,177-26.6% | $79,466-54.6% | $64,173-43.8% |
| Participation rate | 25.6% | 65.0%-39.4pp | 73.3%-47.7pp | 69.6%-43.9pp |
| Annual return | -8.31% | -1.16%-7.2pp | 718.28%-726.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $455 | $2,076-78.1% | $2,800-83.7% | $2,381-80.9% |
| Participant deferral / active EE | $1,886 | $2,821-33.2% | $3,704-49.1% | $3,470-45.7% |
| Admin fee / account holder | $1,944 | $3,839-49.4% | $5,104-61.9% | $4,887-60.2% |