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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 | $31,630 | $91,536-65.4% | $130,062-75.7% | $75,177-57.9% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 9.34% | -631.62%+641.0pp | -137.37%+146.7pp | 160.75%-151.4pp |
| Employer contribution / active EE | $2,116 | $2,845-25.6% | $4,322-51.1% | $2,671-20.8% |
| Participant deferral / active EE | $3,115 | $4,343-28.3% | $5,821-46.5% | $4,126-24.5% |
| Admin fee / account holder | $755 | $6,780-88.9% | $10,601-92.9% | $5,651-86.6% |