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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 | $36,530 | $27,639+32.2% | $61,501-40.6% | $68,490-46.7% |
| Participation rate | 46.4% | 39.5%+6.9pp | 52.6%-6.1pp | 67.9%-21.5pp |
| Annual return | -28.78% | -13.19%-15.6pp | 339.04%-367.8pp | -7.85%-20.9pp |
| Employer contribution / active EE | $574 | $696-17.5% | $1,160-50.5% | $2,597-77.9% |
| Participant deferral / active EE | $2,370 | $1,264+87.5% | $2,125+11.5% | $4,028-41.2% |
| Admin fee / account holder | $852 | $2,012-57.6% | $2,132-60.0% | $5,403-84.2% |