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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 | $25,077 | $45,566-45.0% | $64,105-60.9% | $59,633-57.9% |
| Participation rate | 26.9% | 60.2%-33.2pp | 68.2%-41.2pp | 68.7%-41.7pp |
| Annual return | -3.16% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $162 | $934-82.6% | $1,820-91.1% | $2,203-92.6% |
| Participant deferral / active EE | $1,138 | $2,057-44.7% | $2,822-59.7% | $3,192-64.4% |
| Admin fee / account holder | $2,373 | $3,268-27.4% | $4,499-47.3% | $4,297-44.8% |