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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 | $44,006 | $30,732+43.2% | $59,496-26.0% | $59,633-26.2% |
| Participation rate | 37.5% | 43.2%-5.7pp | 54.6%-17.1pp | 68.7%-31.2pp |
| Annual return | -3.64% | 4.47%-8.1pp | 182.05%-185.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $711 | $631+12.8% | $1,153-38.3% | $2,203-67.7% |
| Participant deferral / active EE | $1,450 | $1,183+22.6% | $1,829-20.7% | $3,192-54.6% |
| Admin fee / account holder | $864 | $2,136-59.6% | $2,232-61.3% | $4,297-79.9% |