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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 | $30,911 | $85,171-63.7% | $172,752-82.1% | $72,975-57.6% |
| Participation rate | 57.8% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.7pp |
| Annual return | -3.55% | 27.32%-30.9pp | 802.97%-806.5pp | 81.01%-84.6pp |
| Employer contribution / active EE | $828 | $3,324-75.1% | $5,144-83.9% | $2,440-66.1% |
| Participant deferral / active EE | $2,395 | $3,260-26.5% | $5,198-53.9% | $3,608-33.6% |
| Admin fee / account holder | $1,581 | $5,880-73.1% | $13,955-88.7% | $5,124-69.1% |