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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 | $30,782 | $75,962-59.5% | $154,108-80.0% | $64,173-52.0% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -8.48% | 30.32%-38.8pp | 735.21%-743.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $955 | $3,350-71.5% | $5,298-82.0% | $2,381-59.9% |
| Participant deferral / active EE | $1,844 | $3,175-41.9% | $5,081-63.7% | $3,470-46.8% |
| Admin fee / account holder | $2,302 | $5,589-58.8% | $13,411-82.8% | $4,887-52.9% |