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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 | $41,911 | $75,962-44.8% | $154,111-72.8% | $64,173-34.7% |
| Participation rate | 67.7% | 70.4%-2.7pp | 83.0%-15.3pp | 69.6%-1.9pp |
| Annual return | -8.53% | 30.32%-38.8pp | 735.18%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $915 | $3,350-72.7% | $5,298-82.7% | $2,381-61.6% |
| Participant deferral / active EE | $2,084 | $3,175-34.4% | $5,081-59.0% | $3,470-39.9% |
| Admin fee / account holder | $4,174 | $5,589-25.3% | $13,411-68.9% | $4,887-14.6% |