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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 | $28,817 | $45,566-36.8% | $64,105-55.0% | $59,633-51.7% |
| Participation rate | 51.9% | 60.2%-8.3pp | 68.2%-16.3pp | 68.7%-16.8pp |
| Annual return | -3.68% | 4.95%-8.6pp | 791.24%-794.9pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $294 | $934-68.5% | $1,820-83.8% | $2,203-86.6% |
| Participant deferral / active EE | $1,253 | $2,057-39.1% | $2,822-55.6% | $3,192-60.8% |
| Admin fee / account holder | $2,012 | $3,268-38.4% | $4,499-55.3% | $4,297-53.2% |