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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 | $43,118 | $45,566-5.4% | $64,105-32.7% | $59,632-27.7% |
| Participation rate | 51.4% | 60.2%-8.8pp | 68.2%-16.8pp | 68.7%-17.3pp |
| Annual return | -4.50% | 4.95%-9.5pp | 791.24%-795.7pp | 2041.32%-2045.8pp |
| Employer contribution / active EE | $511 | $934-45.3% | $1,820-71.9% | $2,203-76.8% |
| Participant deferral / active EE | $2,544 | $2,057+23.7% | $2,822-9.8% | $3,192-20.3% |
| Admin fee / account holder | $1,077 | $3,268-67.0% | $4,499-76.1% | $4,297-74.9% |