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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 | $44,433 | $27,626+60.8% | $61,389-27.6% | $68,498-35.1% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -22.58% | -13.24%-9.3pp | 338.73%-361.3pp | -7.84%-14.7pp |
| Employer contribution / active EE | $495 | $696-28.8% | $1,160-57.3% | $2,596-80.9% |
| Participant deferral / active EE | $1,176 | $1,263-6.9% | $2,125-44.6% | $4,027-70.8% |
| Admin fee / account holder | $341 | $2,010-83.0% | $2,130-84.0% | $5,403-93.7% |