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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 | $21,632 | $95,979-77.5% | $74,551-71.0% | $135,380-84.0% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -10.13% | 56.97%-67.1pp | 32.53%-42.7pp | 519.81%-529.9pp |
| Employer contribution / active EE | $945 | $2,716-65.2% | $1,961-51.8% | $4,779-80.2% |
| Participant deferral / active EE | $1,294 | $3,844-66.3% | $3,108-58.4% | $5,609-76.9% |
| Admin fee / account holder | $3,211 | $6,522-50.8% | $5,059-36.5% | $10,828-70.3% |