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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 | $29,102 | $82,674-64.8% | $125,381-76.8% | $68,486-57.5% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -19.52% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,007 | $3,382-70.2% | $4,815-79.1% | $2,597-61.2% |
| Participant deferral / active EE | $2,653 | $6,111-56.6% | $7,448-64.4% | $4,028-34.1% |
| Admin fee / account holder | $6,183 | $6,277-1.5% | $10,007-38.2% | $5,404+14.4% |