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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 | $34,953 | $138,075-74.7% | $123,552-71.7% | $135,379-74.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -12.17% | 153.70%-165.9pp | 119.20%-131.4pp | 519.79%-532.0pp |
| Employer contribution / active EE | $949 | $5,152-81.6% | $4,628-79.5% | $4,779-80.1% |
| Participant deferral / active EE | $3,062 | $6,800-55.0% | $6,426-52.3% | $5,609-45.4% |
| Admin fee / account holder | $343 | $10,917-96.9% | $9,285-96.3% | $10,828-96.8% |