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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 | $29,350 | $93,117-68.5% | $77,096-61.9% | $134,532-78.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -32.48% | 62.67%-95.1pp | 42.35%-74.8pp | 418.27%-450.7pp |
| Employer contribution / active EE | $463 | $3,420-86.5% | $2,814-83.6% | $4,741-90.2% |
| Participant deferral / active EE | $10,450 | $5,241+99.4% | $4,429+135.9% | $6,401+63.3% |
| Admin fee / account holder | $922 | $6,948-86.7% | $5,428-83.0% | $11,429-91.9% |