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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 | $38,781 | $45,566-14.9% | $64,105-39.5% | $59,633-35.0% |
| Participation rate | 55.9% | 60.2%-4.3pp | 68.2%-12.3pp | 68.7%-12.8pp |
| Annual return | -4.08% | 4.95%-9.0pp | 791.24%-795.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,148 | $2,057-44.2% | $2,822-59.3% | $3,192-64.0% |
| Admin fee / account holder | $12,802 | $3,268+291.8% | $4,499+184.5% | $4,297+197.9% |