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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 | $34,428 | $75,832-54.6% | $147,618-76.7% | $59,633-42.3% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -3.51% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $991 | $3,485-71.6% | $5,565-82.2% | $2,203-55.0% |
| Participant deferral / active EE | $1,500 | $3,131-52.1% | $4,895-69.4% | $3,192-53.0% |
| Admin fee / account holder | $1,087 | $5,986-81.8% | $11,612-90.6% | $4,297-74.7% |