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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 | $41,582 | $51,736-19.6% | $120,225-65.4% | $67,986-38.8% |
| Participation rate | 23.4% | 46.1%-22.6pp | 69.6%-46.1pp | 57.2%-33.8pp |
| Annual return | -21.75% | 31.98%-53.7pp | 439.23%-461.0pp | 31.67%-53.4pp |
| Employer contribution / active EE | $361 | $1,071-66.3% | $3,475-89.6% | $2,019-82.1% |
| Participant deferral / active EE | $923 | $2,206-58.2% | $3,999-76.9% | $3,358-72.5% |
| Admin fee / account holder | $1,515 | $4,159-63.6% | $5,696-73.4% | $3,203-52.7% |