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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 | $34,265 | $54,370-37.0% | $82,763-58.6% | $68,490-50.0% |
| Participation rate | 57.7% | 63.9%-6.2pp | 72.6%-14.9pp | 67.9%-10.2pp |
| Annual return | -19.96% | -13.67%-6.3pp | 702.45%-722.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $416 | $2,219-81.3% | $3,008-86.2% | $2,597-84.0% |
| Participant deferral / active EE | $1,912 | $3,247-41.1% | $4,395-56.5% | $4,028-52.5% |
| Admin fee / account holder | $640 | $4,398-85.5% | $5,325-88.0% | $5,403-88.2% |