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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 | $44,100 | $39,798+10.8% | $67,704-34.9% | $59,633-26.0% |
| Participation rate | 62.5% | 57.4%+5.1pp | 67.5%-5.0pp | 68.7%-6.2pp |
| Annual return | -3.28% | 89.94%-93.2pp | 25.41%-28.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $510 | $1,393-63.4% | $2,559-80.1% | $2,203-76.8% |
| Participant deferral / active EE | $2,800 | $2,335+19.9% | $3,585-21.9% | $3,192-12.3% |
| Admin fee / account holder | $2,015 | $3,212-37.3% | $4,255-52.6% | $4,297-53.1% |