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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 | $24,322 | $39,798-38.9% | $67,704-64.1% | $59,633-59.2% |
| Participation rate | 57.7% | 57.4%+0.3pp | 67.5%-9.8pp | 68.7%-11.0pp |
| Annual return | -4.35% | 89.94%-94.3pp | 25.41%-29.8pp | 2041.40%-2045.8pp |
| Employer contribution / active EE | $778 | $1,393-44.1% | $2,559-69.6% | $2,203-64.7% |
| Participant deferral / active EE | $2,011 | $2,335-13.9% | $3,585-43.9% | $3,192-37.0% |
| Admin fee / account holder | $1,811 | $3,212-43.6% | $4,255-57.4% | $4,297-57.9% |