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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 | $36,577 | $54,355-32.7% | $82,744-55.8% | $68,486-46.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -41.51% | -13.67%-27.8pp | 702.22%-743.7pp | -7.85%-33.7pp |
| Employer contribution / active EE | $637 | $2,219-71.3% | $3,008-78.8% | $2,597-75.5% |
| Participant deferral / active EE | $1,555 | $3,246-52.1% | $4,395-64.6% | $4,028-61.4% |
| Admin fee / account holder | $478 | $4,397-89.1% | $5,325-91.0% | $5,404-91.2% |