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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 | $48,964 | $45,566+7.5% | $64,105-23.6% | $59,633-17.9% |
| Participation rate | 59.7% | 60.2%-0.5pp | 68.2%-8.5pp | 68.7%-9.0pp |
| Annual return | -3.14% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $204 | $934-78.2% | $1,820-88.8% | $2,203-90.7% |
| Participant deferral / active EE | $1,524 | $2,057-25.9% | $2,822-46.0% | $3,192-52.3% |
| Admin fee / account holder | $1,431 | $3,268-56.2% | $4,499-68.2% | $4,297-66.7% |