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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 | $30,407 | $45,566-33.3% | $64,105-52.6% | $59,633-49.0% |
| Participation rate | 37.0% | 60.2%-23.1pp | 68.2%-31.1pp | 68.7%-31.6pp |
| Annual return | -8.14% | 4.95%-13.1pp | 791.24%-799.4pp | 2041.40%-2049.5pp |
| Employer contribution / active EE | $565 | $934-39.6% | $1,820-69.0% | $2,203-74.4% |
| Participant deferral / active EE | $1,596 | $2,057-22.4% | $2,822-43.4% | $3,192-50.0% |
| Admin fee / account holder | $341 | $3,268-89.5% | $4,499-92.4% | $4,297-92.1% |