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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 | $36,768 | $29,716+23.7% | $56,077-34.4% | $80,925-54.6% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-56.9pp |
| Annual return | -4.72% | 35.30%-40.0pp | 1709.28%-1714.0pp | 35.65%-40.4pp |
| Employer contribution / active EE | $154 | $671-77.1% | $1,040-85.2% | $2,756-94.4% |
| Participant deferral / active EE | $702 | $1,228-42.9% | $1,954-64.1% | $4,299-83.7% |
| Admin fee / account holder | $4,829 | $2,432+98.6% | $2,825+70.9% | $6,940-30.4% |