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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 | $31,712 | $75,959-58.3% | $154,114-79.4% | $64,181-50.6% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -8.54% | 30.32%-38.9pp | 735.16%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $948 | $3,350-71.7% | $5,298-82.1% | $2,381-60.2% |
| Participant deferral / active EE | $1,394 | $3,175-56.1% | $5,081-72.6% | $3,470-59.8% |
| Admin fee / account holder | $1,296 | $5,589-76.8% | $13,411-90.3% | $4,887-73.5% |