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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 | $13,306 | $57,590-76.9% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 41.2% | 57.9%-16.7pp | 69.0%-27.8pp | 68.1%-26.9pp |
| Annual return | -52.01% | 22.41%-74.4pp | 61.39%-113.4pp | 41.64%-93.7pp |
| Employer contribution / active EE | $954 | $1,655-42.4% | $2,504-61.9% | $2,551-62.6% |
| Participant deferral / active EE | $1,718 | $3,080-44.2% | $4,559-62.3% | $4,139-58.5% |
| Admin fee / account holder | $10,363 | $4,730+119.1% | $8,342+24.2% | $7,234+43.2% |