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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 | $30,011 | $75,962-60.5% | $154,108-80.5% | $64,173-53.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -10.36% | 30.32%-40.7pp | 735.21%-745.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $915 | $3,350-72.7% | $5,298-82.7% | $2,381-61.6% |
| Participant deferral / active EE | $1,423 | $3,175-55.2% | $5,081-72.0% | $3,470-59.0% |
| Admin fee / account holder | $1,069 | $5,589-80.9% | $13,411-92.0% | $4,887-78.1% |