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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 | $30,560 | $45,566-32.9% | $64,105-52.3% | $59,633-48.8% |
| Participation rate | 34.4% | 60.2%-25.8pp | 68.2%-33.8pp | 68.7%-34.3pp |
| Annual return | -5.19% | 4.95%-10.1pp | 791.24%-796.4pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $426 | $934-54.4% | $1,820-76.6% | $2,203-80.6% |
| Participant deferral / active EE | $2,156 | $2,057+4.8% | $2,822-23.6% | $3,192-32.4% |
| Admin fee / account holder | $9,641 | $3,268+195.0% | $4,499+114.3% | $4,297+124.4% |