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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 | $25,966 | $45,566-43.0% | $64,105-59.5% | $59,633-56.5% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -5.78% | 4.95%-10.7pp | 791.24%-797.0pp | 2041.45%-2047.2pp |
| Employer contribution / active EE | $609 | $934-34.9% | $1,820-66.6% | $2,203-72.4% |
| Participant deferral / active EE | $3,206 | $2,057+55.9% | $2,822+13.6% | $3,192+0.5% |
| Admin fee / account holder | $4,896 | $3,268+49.8% | $4,499+8.8% | $4,297+13.9% |