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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 | $30,656 | $45,566-32.7% | $64,105-52.2% | $59,633-48.6% |
| Participation rate | 40.5% | 60.2%-19.6pp | 68.2%-27.6pp | 68.7%-28.1pp |
| Annual return | -4.53% | 4.95%-9.5pp | 791.24%-795.8pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,993 | $2,057+45.5% | $2,822+6.1% | $3,192-6.2% |
| Admin fee / account holder | $694 | $3,268-78.8% | $4,499-84.6% | $4,297-83.9% |