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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 | $43,440 | $45,152-3.8% | $73,836-41.2% | $59,633-27.2% |
| Participation rate | 54.4% | 64.0%-9.6pp | 73.4%-19.0pp | 68.7%-14.2pp |
| Annual return | -2.96% | 27.40%-30.4pp | 2268.06%-2271.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $896 | $1,901-52.9% | $2,787-67.9% | $2,203-59.3% |
| Participant deferral / active EE | $1,248 | $2,573-51.5% | $3,583-65.2% | $3,192-60.9% |
| Admin fee / account holder | $2,701 | $3,515-23.1% | $4,882-44.7% | $4,297-37.1% |