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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 | $32,731 | $45,566-28.2% | $64,105-48.9% | $59,633-45.1% |
| Participation rate | 53.3% | 60.2%-6.8pp | 68.2%-14.8pp | 68.7%-15.3pp |
| Annual return | -5.17% | 4.95%-10.1pp | 791.24%-796.4pp | 2041.40%-2046.6pp |
| Employer contribution / active EE | $302 | $934-67.6% | $1,820-83.4% | $2,203-86.3% |
| Participant deferral / active EE | $1,123 | $2,057-45.4% | $2,822-60.2% | $3,192-64.8% |
| Admin fee / account holder | $4,677 | $3,268+43.1% | $4,499+3.9% | $4,297+8.8% |