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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 | $35,804 | $75,832-52.8% | $147,618-75.7% | $59,633-40.0% |
| Participation rate | 41.9% | 71.6%-29.6pp | 84.6%-42.7pp | 68.7%-26.7pp |
| Annual return | -3.24% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $1,147 | $3,485-67.1% | $5,565-79.4% | $2,203-47.9% |
| Participant deferral / active EE | $2,453 | $3,131-21.6% | $4,895-49.9% | $3,192-23.1% |
| Admin fee / account holder | $16,361 | $5,986+173.3% | $11,612+40.9% | $4,297+280.8% |