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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 | $40,851 | $30,732+32.9% | $59,496-31.3% | $59,633-31.5% |
| Participation rate | 29.5% | 43.2%-13.7pp | 54.6%-25.1pp | 68.7%-39.2pp |
| Annual return | -4.65% | 4.47%-9.1pp | 182.05%-186.7pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $335 | $631-46.8% | $1,153-70.9% | $2,203-84.8% |
| Participant deferral / active EE | $1,069 | $1,183-9.7% | $1,829-41.6% | $3,192-66.5% |
| Admin fee / account holder | $2,225 | $2,136+4.1% | $2,232-0.3% | $4,297-48.2% |