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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 | $29,914 | $45,566-34.4% | $64,105-53.3% | $59,633-49.8% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | -3.47% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $673 | $934-27.9% | $1,820-63.0% | $2,203-69.4% |
| Participant deferral / active EE | $3,591 | $2,057+74.6% | $2,822+27.3% | $3,192+12.5% |
| Admin fee / account holder | $3,660 | $3,268+12.0% | $4,499-18.6% | $4,297-14.8% |