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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 | $41,105 | $45,566-9.8% | $64,105-35.9% | $59,633-31.1% |
| Participation rate | 40.5% | 60.2%-19.7pp | 68.2%-27.7pp | 68.7%-28.2pp |
| Annual return | -3.57% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,199 | $934+28.3% | $1,820-34.1% | $2,203-45.6% |
| Participant deferral / active EE | $2,058 | $2,057+0.1% | $2,822-27.0% | $3,192-35.5% |
| Admin fee / account holder | $409 | $3,268-87.5% | $4,499-90.9% | $4,297-90.5% |