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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 | $32,175 | $55,449-42.0% | $83,831-61.6% | $56,289-42.8% |
| Participation rate | 60.8% | 68.0%-7.2pp | 76.1%-15.4pp | 69.9%-9.1pp |
| Annual return | -9.17% | -1.38%-7.8pp | 850.99%-860.2pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,534 | $2,430-36.9% | $3,631-57.7% | $2,111-27.3% |
| Participant deferral / active EE | $2,212 | $2,935-24.6% | $4,082-45.8% | $3,350-34.0% |
| Admin fee / account holder | $450 | $656-31.4% | $5,479-91.8% | $521-13.6% |