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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 | $31,878 | $106,008-69.9% | $92,240-65.4% | $147,586-78.4% |
| Participation rate | 47.4% | 80.4%-33.0pp | 76.5%-29.1pp | 82.8%-35.5pp |
| Annual return | -6.41% | 50.05%-56.5pp | 176.29%-182.7pp | 578.59%-585.0pp |
| Employer contribution / active EE | $791 | $4,333-81.7% | $3,680-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $1,244 | $4,478-72.2% | $3,897-68.1% | $5,439-77.1% |
| Admin fee / account holder | $2,775 | $6,333-56.2% | $5,194-46.6% | $10,886-74.5% |