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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 | $30,552 | $75,962-59.8% | $154,111-80.2% | $64,173-52.4% |
| Participation rate | 55.4% | 70.4%-15.0pp | 83.0%-27.6pp | 69.6%-14.2pp |
| Annual return | -19.67% | 30.32%-50.0pp | 735.18%-754.9pp | 7.63%-27.3pp |
| Employer contribution / active EE | $701 | $3,350-79.1% | $5,298-86.8% | $2,381-70.6% |
| Participant deferral / active EE | $1,713 | $3,175-46.0% | $5,081-66.3% | $3,470-50.6% |
| Admin fee / account holder | $1,254 | $5,589-77.6% | $13,411-90.6% | $4,887-74.3% |