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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 | $41,292 | $32,117+28.6% | $71,086-41.9% | $64,181-35.7% |
| Participation rate | 20.0% | 42.7%-22.7pp | 54.7%-34.7pp | 69.6%-49.6pp |
| Annual return | -13.27% | -5.57%-7.7pp | 650.59%-663.9pp | 7.63%-20.9pp |
| Employer contribution / active EE | $897 | $712+25.9% | $1,088-17.5% | $2,381-62.3% |
| Participant deferral / active EE | $3,506 | $1,263+177.6% | $1,874+87.1% | $3,470+1.1% |
| Admin fee / account holder | $568 | $2,759-79.4% | $3,082-81.6% | $4,887-88.4% |