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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 | $30,257 | $39,798-24.0% | $67,704-55.3% | $59,633-49.3% |
| Participation rate | 40.0% | 57.4%-17.4pp | 67.5%-27.5pp | 68.7%-28.7pp |
| Annual return | -3.44% | 89.94%-93.4pp | 25.41%-28.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $561 | $1,393-59.7% | $2,559-78.1% | $2,203-74.5% |
| Participant deferral / active EE | $2,183 | $2,335-6.5% | $3,585-39.1% | $3,192-31.6% |
| Admin fee / account holder | $1,386 | $3,212-56.9% | $4,255-67.4% | $4,297-67.8% |