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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 | $53,277 | $82,674-35.6% | $125,381-57.5% | $68,486-22.2% |
| Participation rate | 37.1% | 75.1%-38.0pp | 82.4%-45.3pp | 67.9%-30.8pp |
| Annual return | -21.69% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $743 | $3,382-78.0% | $4,815-84.6% | $2,597-71.4% |
| Participant deferral / active EE | $3,244 | $6,111-46.9% | $7,448-56.4% | $4,028-19.5% |
| Admin fee / account holder | $2,423 | $6,277-61.4% | $10,007-75.8% | $5,404-55.2% |