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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 | $38,151 | $101,795-62.5% | $165,100-76.9% | $80,959-52.9% |
| Participation rate | 34.9% | 71.8%-36.9pp | 78.6%-43.7pp | 67.7%-32.8pp |
| Annual return | -43.56% | 16.73%-60.3pp | 70.21%-113.8pp | 35.67%-79.2pp |
| Employer contribution / active EE | $997 | $2,954-66.3% | $4,348-77.1% | $2,757-63.9% |
| Participant deferral / active EE | $2,497 | $4,476-44.2% | $6,035-58.6% | $4,300-41.9% |
| Admin fee / account holder | $7,220 | $8,221-12.2% | $12,696-43.1% | $6,925+4.3% |