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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 | $51,184-31.2% | $66,439-47.0% | $86,983-59.5% |
| Participation rate | 51.6% | 68.5%-16.9pp | 74.5%-22.9pp | 69.5%-17.9pp |
| Annual return | -5.69% | 17.07%-22.8pp | 757.66%-763.4pp | 25.83%-31.5pp |
| Employer contribution / active EE | $849 | $2,023-58.0% | $2,637-67.8% | $2,584-67.1% |
| Participant deferral / active EE | $2,623 | $2,927-10.4% | $3,876-32.3% | $4,194-37.5% |
| Admin fee / account holder | $8,759 | $4,154+110.8% | $6,173+41.9% | $7,856+11.5% |