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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 | $40,601 | $57,119-28.9% | $85,187-52.3% | $80,935-49.8% |
| Participation rate | 23.4% | 56.4%-33.0pp | 67.5%-44.1pp | 67.7%-44.3pp |
| Annual return | -57.94% | 21.70%-79.6pp | 66.67%-124.6pp | 35.66%-93.6pp |
| Employer contribution / active EE | $892 | $1,802-50.5% | $2,732-67.4% | $2,757-67.7% |
| Participant deferral / active EE | $2,183 | $3,115-29.9% | $4,525-51.8% | $4,299-49.2% |
| Admin fee / account holder | $7,007 | $4,990+40.4% | $6,162+13.7% | $6,924+1.2% |