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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 | $30,532 | $92,766-67.1% | $82,763-63.1% | $134,545-77.3% |
| Participation rate | 47.8% | 75.2%-27.4pp | 72.6%-24.7pp | 81.2%-33.4pp |
| Annual return | -22.16% | 946.97%-969.1pp | 702.45%-724.6pp | 418.37%-440.5pp |
| Employer contribution / active EE | $516 | $3,273-84.2% | $3,008-82.8% | $4,742-89.1% |
| Participant deferral / active EE | $2,383 | $4,802-50.4% | $4,395-45.8% | $6,401-62.8% |
| Admin fee / account holder | $3,321 | $5,978-44.4% | $5,325-37.6% | $11,431-70.9% |