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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 | $27,208 | $49,177-44.7% | $79,467-65.8% | $64,173-57.6% |
| Participation rate | 39.6% | 65.0%-25.5pp | 73.3%-33.8pp | 69.6%-30.0pp |
| Annual return | -9.85% | -1.16%-8.7pp | 718.30%-728.2pp | 7.63%-17.5pp |
| Employer contribution / active EE | $906 | $2,076-56.4% | $2,800-67.6% | $2,381-61.9% |
| Participant deferral / active EE | $1,888 | $2,821-33.1% | $3,704-49.0% | $3,470-45.6% |
| Admin fee / account holder | $3,329 | $3,839-13.3% | $5,104-34.8% | $4,887-31.9% |