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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 | $40,980 | $45,566-10.1% | $64,105-36.1% | $59,633-31.3% |
| Participation rate | 52.5% | 60.2%-7.7pp | 68.2%-15.7pp | 68.7%-16.2pp |
| Annual return | -3.24% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $708 | $934-24.2% | $1,820-61.1% | $2,203-67.8% |
| Participant deferral / active EE | $903 | $2,057-56.1% | $2,822-68.0% | $3,192-71.7% |
| Admin fee / account holder | $3,716 | $3,268+13.7% | $4,499-17.4% | $4,297-13.5% |