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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 | $34,180 | $45,566-25.0% | $64,105-46.7% | $59,633-42.7% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | -3.78% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $986 | $934+5.5% | $1,820-45.8% | $2,203-55.2% |
| Participant deferral / active EE | $2,143 | $2,057+4.2% | $2,822-24.1% | $3,192-32.9% |
| Admin fee / account holder | $11,321 | $3,268+246.5% | $4,499+151.6% | $4,297+163.5% |