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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 | $34,190 | $55,449-38.3% | $83,830-59.2% | $56,287-39.3% |
| Participation rate | 44.0% | 68.0%-24.0pp | 76.1%-32.1pp | 69.9%-25.9pp |
| Annual return | -8.37% | -1.38%-7.0pp | 850.97%-859.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,092 | $2,430-55.1% | $3,631-69.9% | $2,111-48.3% |
| Participant deferral / active EE | $1,934 | $2,935-34.1% | $4,082-52.6% | $3,350-42.3% |
| Admin fee / account holder | $796 | $656+21.3% | $5,479-85.5% | $521+52.7% |