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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 | $27,806 | $63,346-56.1% | $92,240-69.9% | $70,126-60.3% |
| Participation rate | 34.3% | 68.7%-34.4pp | 76.5%-42.2pp | 69.5%-35.3pp |
| Annual return | -10.03% | 530.19%-540.2pp | 176.29%-186.3pp | 73.15%-83.2pp |
| Employer contribution / active EE | $948 | $2,471-61.6% | $3,680-74.2% | $2,343-59.5% |
| Participant deferral / active EE | $1,852 | $2,854-35.1% | $3,897-52.5% | $3,332-44.4% |
| Admin fee / account holder | $1,353 | $3,841-64.8% | $5,194-73.9% | $4,645-70.9% |