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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 | $31,574 | $190,879-83.5% | $160,009-80.3% | $134,532-76.5% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -22.36% | 552.63%-575.0pp | 408.85%-431.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $733 | $4,995-85.3% | $4,225-82.6% | $4,741-84.5% |
| Participant deferral / active EE | $5,386 | $6,924-22.2% | $6,183-12.9% | $6,401-15.9% |
| Admin fee / account holder | $843 | $10,495-92.0% | $8,715-90.3% | $11,429-92.6% |