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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 | $35,697 | $99,032-64.0% | $80,022-55.4% | $135,379-73.6% |
| Participation rate | 68.8% | 78.4%-9.6pp | 75.8%-7.1pp | 82.6%-13.9pp |
| Annual return | -65.08% | 15.39%-80.5pp | 11.22%-76.3pp | 519.79%-584.9pp |
| Employer contribution / active EE | $1,029 | $3,043-66.2% | $2,468-58.3% | $4,779-78.5% |
| Participant deferral / active EE | $1,385 | $4,282-67.6% | $3,686-62.4% | $5,609-75.3% |
| Admin fee / account holder | $461 | $10,436-95.6% | $6,521-92.9% | $10,828-95.7% |