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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 | $41,200 | $47,944-14.1% | $67,834-39.3% | $62,881-34.5% |
| Participation rate | 68.8% | 61.1%+7.7pp | 68.8%0pp | 69.3%-0.6pp |
| Annual return | -4.10% | 11.77%-15.9pp | 138.47%-142.6pp | 20.14%-24.2pp |
| Employer contribution / active EE | $713 | $1,562-54.3% | $2,403-70.3% | $2,281-68.7% |
| Participant deferral / active EE | $1,971 | $2,247-12.3% | $3,160-37.6% | $3,203-38.5% |
| Admin fee / account holder | $12,912 | $3,712+247.9% | $4,622+179.3% | $4,296+200.6% |