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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 | $33,351 | $57,352-41.8% | $83,831-60.2% | $64,173-48.0% |
| Participation rate | 34.9% | 68.6%-33.7pp | 76.1%-41.2pp | 69.6%-34.6pp |
| Annual return | -11.62% | 11.38%-23.0pp | 850.99%-862.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $595 | $2,546-76.6% | $3,631-83.6% | $2,381-75.0% |
| Participant deferral / active EE | $3,151 | $2,993+5.3% | $4,082-22.8% | $3,470-9.2% |
| Admin fee / account holder | $1,569 | $4,046-61.2% | $5,479-71.4% | $4,887-67.9% |