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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 | $33,250 | $76,000-56.2% | $154,111-78.4% | $64,186-48.2% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -10.93% | 30.32%-41.2pp | 735.15%-746.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,375 | $3,351-59.0% | $5,298-74.1% | $2,381-42.3% |
| Participant deferral / active EE | $2,606 | $3,175-17.9% | $5,081-48.7% | $3,470-24.9% |
| Admin fee / account holder | $1,465 | $5,596-73.8% | $13,411-89.1% | $4,888-70.0% |