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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 | $44,431 | $95,979-53.7% | $74,551-40.4% | $135,380-67.2% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -11.38% | 56.97%-68.3pp | 32.53%-43.9pp | 519.81%-531.2pp |
| Employer contribution / active EE | $319 | $2,716-88.2% | $1,961-83.7% | $4,779-93.3% |
| Participant deferral / active EE | $1,741 | $3,844-54.7% | $3,108-44.0% | $5,609-69.0% |
| Admin fee / account holder | $1,661 | $6,522-74.5% | $5,059-67.2% | $10,828-84.7% |