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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 | $40,348 | $45,152-10.6% | $73,836-45.4% | $59,633-32.3% |
| Participation rate | 16.0% | 64.0%-48.0pp | 73.4%-57.4pp | 68.7%-52.6pp |
| Annual return | -4.04% | 27.40%-31.4pp | 2268.06%-2272.1pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $644 | $1,901-66.1% | $2,787-76.9% | $2,203-70.8% |
| Participant deferral / active EE | $1,007 | $2,573-60.9% | $3,583-71.9% | $3,192-68.4% |
| Admin fee / account holder | $3,307 | $3,515-5.9% | $4,882-32.3% | $4,297-23.0% |