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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 | $44,186 | $108,212-59.2% | $77,513-43.0% | $158,966-72.2% |
| Participation rate | 63.2% | 64.4%-1.3pp | 54.2%+9.0pp | 82.0%-18.8pp |
| Annual return | -15.05% | 31.67%-46.7pp | 54.81%-69.9pp | 302.95%-318.0pp |
| Employer contribution / active EE | $224 | $1,325-83.1% | $987-77.3% | $4,762-95.3% |
| Participant deferral / active EE | $996 | $2,455-59.4% | $1,861-46.5% | $5,983-83.3% |
| Admin fee / account holder | $9,763 | $3,709+163.2% | $2,859+241.5% | $11,250-13.2% |