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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 | $29,508 | $45,566-35.2% | $64,105-54.0% | $59,633-50.5% |
| Participation rate | 41.8% | 60.2%-18.4pp | 68.2%-26.4pp | 68.7%-26.9pp |
| Annual return | -4.40% | 4.95%-9.4pp | 791.24%-795.6pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,179 | $934+26.2% | $1,820-35.2% | $2,203-46.5% |
| Participant deferral / active EE | $1,732 | $2,057-15.8% | $2,822-38.6% | $3,192-45.7% |
| Admin fee / account holder | $514 | $3,268-84.3% | $4,499-88.6% | $4,297-88.0% |