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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 | $32,843 | $51,226-35.9% | $82,744-60.3% | $66,938-50.9% |
| Participation rate | 31.6% | 67.9%-36.3pp | 72.6%-40.9pp | 69.8%-38.2pp |
| Annual return | -22.27% | -9.61%-12.7pp | 702.22%-724.5pp | 1.58%-23.8pp |
| Employer contribution / active EE | $684 | $2,612-73.8% | $3,008-77.3% | $2,545-73.1% |
| Participant deferral / active EE | $1,925 | $3,460-44.3% | $4,395-56.2% | $4,238-54.6% |
| Admin fee / account holder | $2,658 | $416+539.6% | $5,325-50.1% | $594+347.8% |