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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 | $25,206 | $85,790-70.6% | $67,313-62.6% | $135,379-81.4% |
| Participation rate | 35.3% | 76.5%-41.2pp | 69.1%-33.8pp | 82.6%-47.3pp |
| Annual return | -16.35% | -0.54%-15.8pp | -4.08%-12.3pp | 519.79%-536.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,195 | $4,651+54.7% | $3,568+101.6% | $5,609+28.3% |
| Admin fee / account holder | $8,086 | $6,392+26.5% | $4,507+79.4% | $10,828-25.3% |