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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 | $33,265 | $92,684-64.1% | $82,706-59.8% | $134,509-75.3% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -33.51% | 945.84%-979.3pp | 701.76%-735.3pp | 418.13%-451.6pp |
| Employer contribution / active EE | $792 | $3,272-75.8% | $3,007-73.7% | $4,741-83.3% |
| Participant deferral / active EE | $1,012 | $4,800-78.9% | $4,394-77.0% | $6,400-84.2% |
| Admin fee / account holder | $3,109 | $5,982-48.0% | $5,329-41.7% | $11,427-72.8% |