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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 | $33,401 | $138,076-75.8% | $123,553-73.0% | $135,380-75.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.35% | 153.70%-166.1pp | 119.21%-131.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $1,093 | $5,152-78.8% | $4,628-76.4% | $4,779-77.1% |
| Participant deferral / active EE | $4,401 | $6,800-35.3% | $6,426-31.5% | $5,609-21.5% |
| Admin fee / account holder | $617 | $10,917-94.3% | $9,284-93.4% | $10,828-94.3% |