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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 | $29,312 | $82,630-64.5% | $64,105-54.3% | $125,389-76.6% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | -6.74% | 1489.72%-1496.5pp | 791.24%-798.0pp | 282.24%-289.0pp |
| Employer contribution / active EE | $736 | $2,671-72.4% | $1,820-59.5% | $4,866-84.9% |
| Participant deferral / active EE | $3,282 | $3,608-9.0% | $2,822+16.3% | $5,352-38.7% |
| Admin fee / account holder | $337 | $6,382-94.7% | $4,499-92.5% | $9,541-96.5% |