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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 | $35,018 | $45,152-22.4% | $73,836-52.6% | $59,633-41.3% |
| Participation rate | 43.8% | 64.0%-20.3pp | 73.4%-29.7pp | 68.7%-24.9pp |
| Annual return | -3.02% | 27.40%-30.4pp | 2268.06%-2271.1pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,068 | $1,901-43.9% | $2,787-61.7% | $2,203-51.5% |
| Participant deferral / active EE | $4,535 | $2,573+76.3% | $3,583+26.6% | $3,192+42.1% |
| Admin fee / account holder | $474 | $3,515-86.5% | $4,882-90.3% | $4,297-89.0% |