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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 | $32,440 | $84,551-61.6% | $61,452-47.2% | $134,532-75.9% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -24.68% | 585.39%-610.1pp | 338.96%-363.6pp | 418.27%-443.0pp |
| Employer contribution / active EE | $757 | $1,545-51.0% | $1,160-34.7% | $4,741-84.0% |
| Participant deferral / active EE | $2,080 | $2,818-26.2% | $2,125-2.1% | $6,401-67.5% |
| Admin fee / account holder | $978 | $2,587-62.2% | $2,131-54.1% | $11,429-91.4% |