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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 | $33,968 | $138,075-75.4% | $123,552-72.5% | $135,379-74.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -14.43% | 153.70%-168.1pp | 119.20%-133.6pp | 519.79%-534.2pp |
| Employer contribution / active EE | $1,290 | $5,152-75.0% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $2,265 | $6,800-66.7% | $6,426-64.8% | $5,609-59.6% |
| Admin fee / account holder | $2,761 | $10,917-74.7% | $9,285-70.3% | $10,828-74.5% |