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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 | $33,472 | $63,346-47.2% | $92,240-63.7% | $70,126-52.3% |
| Participation rate | 41.3% | 68.7%-27.4pp | 76.5%-35.2pp | 69.5%-28.2pp |
| Annual return | -60.69% | 530.19%-590.9pp | 176.29%-237.0pp | 73.15%-133.8pp |
| Employer contribution / active EE | $583 | $2,471-76.4% | $3,680-84.2% | $2,343-75.1% |
| Participant deferral / active EE | $3,254 | $2,854+14.0% | $3,897-16.5% | $3,332-2.3% |
| Admin fee / account holder | $404 | $3,841-89.5% | $5,194-92.2% | $4,645-91.3% |