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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 | $38,905 | $27,639+40.8% | $61,501-36.7% | $68,490-43.2% |
| Participation rate | 29.4% | 39.5%-10.1pp | 52.6%-23.2pp | 67.9%-38.5pp |
| Annual return | -21.90% | -13.19%-8.7pp | 339.04%-360.9pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,660 | $1,264+31.3% | $2,125-21.9% | $4,028-58.8% |
| Admin fee / account holder | $912 | $2,012-54.7% | $2,132-57.2% | $5,403-83.1% |