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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 | $27,789 | $45,566-39.0% | $64,105-56.6% | $59,633-53.4% |
| Participation rate | 41.2% | 60.2%-19.0pp | 68.2%-27.0pp | 68.7%-27.5pp |
| Annual return | -6.24% | 4.95%-11.2pp | 791.24%-797.5pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $310 | $934-66.8% | $1,820-83.0% | $2,203-85.9% |
| Participant deferral / active EE | $1,245 | $2,057-39.5% | $2,822-55.9% | $3,192-61.0% |
| Admin fee / account holder | $761 | $3,268-76.7% | $4,499-83.1% | $4,297-82.3% |