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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 | $33,264 | $133,998-75.2% | $112,263-70.4% | $134,545-75.3% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -41.21% | 47.17%-88.4pp | 27.49%-68.7pp | 418.37%-459.6pp |
| Employer contribution / active EE | $956 | $4,040-76.4% | $3,636-73.7% | $4,742-79.8% |
| Participant deferral / active EE | $4,138 | $5,292-21.8% | $4,729-12.5% | $6,401-35.4% |
| Admin fee / account holder | $20,611 | $7,493+175.1% | $6,410+221.5% | $11,431+80.3% |