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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 | $35,209 | $47,479-25.8% | $62,929-44.0% | $82,448-57.3% |
| Participation rate | 51.6% | 66.9%-15.3pp | 73.1%-21.5pp | 68.1%-16.5pp |
| Annual return | -5.69% | 20.34%-26.0pp | 1063.93%-1069.6pp | 41.64%-47.3pp |
| Employer contribution / active EE | $849 | $1,885-55.0% | $2,505-66.1% | $2,551-66.7% |
| Participant deferral / active EE | $2,623 | $2,870-8.6% | $3,888-32.5% | $4,139-36.6% |
| Admin fee / account holder | $8,759 | $3,804+130.3% | $5,065+72.9% | $7,234+21.1% |