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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 | $29,910 | $95,979-68.8% | $74,551-59.9% | $135,380-77.9% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -13.49% | 56.97%-70.5pp | 32.53%-46.0pp | 519.81%-533.3pp |
| Employer contribution / active EE | $474 | $2,716-82.6% | $1,961-75.8% | $4,779-90.1% |
| Participant deferral / active EE | $1,231 | $3,844-68.0% | $3,108-60.4% | $5,609-78.1% |
| Admin fee / account holder | $2,094 | $6,522-67.9% | $5,059-58.6% | $10,828-80.7% |