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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 | $36,163 | $82,674-56.3% | $125,381-71.2% | $68,486-47.2% |
| Participation rate | 42.3% | 75.1%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -21.29% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $879 | $3,382-74.0% | $4,815-81.8% | $2,597-66.2% |
| Participant deferral / active EE | $5,346 | $6,111-12.5% | $7,448-28.2% | $4,028+32.7% |
| Admin fee / account holder | $1,732 | $6,277-72.4% | $10,007-82.7% | $5,404-67.9% |