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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 | $34,741 | $39,798-12.7% | $67,704-48.7% | $59,633-41.7% |
| Participation rate | 30.4% | 57.4%-26.9pp | 67.5%-37.1pp | 68.7%-38.2pp |
| Annual return | -3.47% | 89.94%-93.4pp | 25.41%-28.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $169 | $1,393-87.9% | $2,559-93.4% | $2,203-92.3% |
| Participant deferral / active EE | $1,372 | $2,335-41.2% | $3,585-61.7% | $3,192-57.0% |
| Admin fee / account holder | $1,131 | $3,212-64.8% | $4,255-73.4% | $4,297-73.7% |