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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 | $37,558 | $54,355-30.9% | $82,744-54.6% | $68,486-45.2% |
| Participation rate | 21.6% | 63.9%-42.3pp | 72.6%-50.9pp | 67.9%-46.3pp |
| Annual return | -23.12% | -13.67%-9.4pp | 702.22%-725.3pp | -7.85%-15.3pp |
| Employer contribution / active EE | $721 | $2,219-67.5% | $3,008-76.0% | $2,597-72.2% |
| Participant deferral / active EE | $3,491 | $3,246+7.5% | $4,395-20.6% | $4,028-13.3% |
| Admin fee / account holder | $550 | $4,397-87.5% | $5,325-89.7% | $5,404-89.8% |