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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 | $32,740 | $49,451-33.8% | $79,580-58.9% | $66,938-51.1% |
| Participation rate | 60.9% | 61.3%-0.4pp | 69.5%-8.6pp | 69.8%-8.9pp |
| Annual return | -21.11% | 84.25%-105.4pp | 0.15%-21.3pp | 1.58%-22.7pp |
| Employer contribution / active EE | $701 | $1,266-44.6% | $2,413-71.0% | $2,545-72.5% |
| Participant deferral / active EE | $2,393 | $3,159-24.3% | $3,985-40.0% | $4,238-43.5% |
| Admin fee / account holder | $2,374 | $595+299.3% | $6,835-65.3% | $594+300.1% |