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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 | $55,215 | $45,566+21.2% | $64,105-13.9% | $59,633-7.4% |
| Participation rate | 44.3% | 60.2%-15.8pp | 68.2%-23.9pp | 68.7%-24.4pp |
| Annual return | -3.56% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $994 | $934+6.4% | $1,820-45.4% | $2,203-54.9% |
| Participant deferral / active EE | $2,255 | $2,057+9.6% | $2,822-20.1% | $3,192-29.4% |
| Admin fee / account holder | $4,306 | $3,268+31.8% | $4,499-4.3% | $4,297+0.2% |