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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 | $46,027 | $45,566+1.0% | $64,105-28.2% | $59,633-22.8% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | -4.03% | 4.95%-9.0pp | 791.24%-795.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $291 | $934-68.8% | $1,820-84.0% | $2,203-86.8% |
| Participant deferral / active EE | $3,331 | $2,057+62.0% | $2,822+18.0% | $3,192+4.4% |
| Admin fee / account holder | $1,819 | $3,268-44.3% | $4,499-59.6% | $4,297-57.7% |