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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 | $33,000 | $211,946-84.4% | $169,452-80.5% | $135,380-75.6% |
| Participation rate | 69.6% | 82.6%-13.1pp | 77.8%-8.2pp | 82.6%-13.1pp |
| Annual return | -14.31% | 3.26%-17.6pp | 1.83%-16.1pp | 519.81%-534.1pp |
| Employer contribution / active EE | $2,340 | $5,117-54.3% | $4,157-43.7% | $4,779-51.0% |
| Participant deferral / active EE | $3,157 | $6,075-48.0% | $5,277-40.2% | $5,609-43.7% |
| Admin fee / account holder | $1,641 | $11,472-85.7% | $9,110-82.0% | $10,828-84.8% |