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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 | $37,274 | $57,352-35.0% | $83,831-55.5% | $64,173-41.9% |
| Participation rate | 35.4% | 68.6%-33.2pp | 76.1%-40.8pp | 69.6%-34.2pp |
| Annual return | -11.61% | 11.38%-23.0pp | 850.99%-862.6pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,038 | $2,546-59.2% | $3,631-71.4% | $2,381-56.4% |
| Participant deferral / active EE | $1,583 | $2,993-47.1% | $4,082-61.2% | $3,470-54.4% |
| Admin fee / account holder | $361 | $4,046-91.1% | $5,479-93.4% | $4,887-92.6% |