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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 | $35,996 | $30,732+17.1% | $59,496-39.5% | $59,633-39.6% |
| Participation rate | 28.8% | 43.2%-14.4pp | 54.6%-25.7pp | 68.7%-39.8pp |
| Annual return | -3.40% | 4.47%-7.9pp | 182.05%-185.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $284 | $631-55.0% | $1,153-75.4% | $2,203-87.1% |
| Participant deferral / active EE | $1,425 | $1,183+20.5% | $1,829-22.1% | $3,192-55.4% |
| Admin fee / account holder | $1,294 | $2,136-39.4% | $2,232-42.1% | $4,297-69.9% |