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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 | $34,469 | $45,566-24.4% | $64,105-46.2% | $59,633-42.2% |
| Participation rate | 64.9% | 60.2%+4.7pp | 68.2%-3.3pp | 68.7%-3.8pp |
| Annual return | -5.37% | 4.95%-10.3pp | 791.24%-796.6pp | 2041.40%-2046.8pp |
| Employer contribution / active EE | $427 | $934-54.3% | $1,820-76.5% | $2,203-80.6% |
| Participant deferral / active EE | $1,327 | $2,057-35.5% | $2,822-53.0% | $3,192-58.4% |
| Admin fee / account holder | $6,827 | $3,268+109.0% | $4,499+51.7% | $4,297+58.9% |