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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 | $32,646 | $30,732+6.2% | $59,496-45.1% | $59,633-45.3% |
| Participation rate | 20.6% | 43.2%-22.6pp | 54.6%-34.0pp | 68.7%-48.1pp |
| Annual return | -7.05% | 4.47%-11.5pp | 182.05%-189.1pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $348 | $631-44.9% | $1,153-69.9% | $2,203-84.2% |
| Participant deferral / active EE | $663 | $1,183-44.0% | $1,829-63.8% | $3,192-79.2% |
| Admin fee / account holder | $317 | $2,136-85.2% | $2,232-85.8% | $4,297-92.6% |