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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 | $43,111 | $45,152-4.5% | $73,835-41.6% | $59,633-27.7% |
| Participation rate | 55.9% | 64.0%-8.1pp | 73.4%-17.6pp | 68.7%-12.8pp |
| Annual return | -4.81% | 27.40%-32.2pp | 2268.13%-2272.9pp | 2041.40%-2046.2pp |
| Employer contribution / active EE | $830 | $1,901-56.4% | $2,788-70.2% | $2,203-62.3% |
| Participant deferral / active EE | $2,160 | $2,573-16.1% | $3,583-39.7% | $3,192-32.3% |
| Admin fee / account holder | $4,329 | $3,515+23.2% | $4,880-11.3% | $4,297+0.8% |