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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 | $41,876 | $32,117+30.4% | $71,089-41.1% | $64,173-34.7% |
| Participation rate | 36.1% | 42.7%-6.6pp | 54.6%-18.6pp | 69.6%-33.5pp |
| Annual return | -10.86% | -5.57%-5.3pp | 650.65%-661.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $935 | $712+31.3% | $1,088-14.0% | $2,381-60.7% |
| Participant deferral / active EE | $1,721 | $1,263+36.3% | $1,873-8.1% | $3,470-50.4% |
| Admin fee / account holder | $436 | $2,759-84.2% | $3,082-85.9% | $4,887-91.1% |