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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 | $26,125 | $45,566-42.7% | $64,105-59.2% | $59,633-56.2% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | -3.79% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $221 | $934-76.4% | $1,820-87.9% | $2,203-90.0% |
| Participant deferral / active EE | $2,540 | $2,057+23.5% | $2,822-10.0% | $3,192-20.4% |
| Admin fee / account holder | $1,163 | $3,268-64.4% | $4,499-74.1% | $4,297-72.9% |