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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 | $55,453 | $45,566+21.7% | $64,105-13.5% | $59,633-7.0% |
| Participation rate | 45.1% | 60.2%-15.1pp | 68.2%-23.1pp | 68.7%-23.6pp |
| Annual return | -2.89% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $348 | $934-62.8% | $1,820-80.9% | $2,203-84.2% |
| Participant deferral / active EE | $1,270 | $2,057-38.3% | $2,822-55.0% | $3,192-60.2% |
| Admin fee / account holder | $1,628 | $3,268-50.2% | $4,499-63.8% | $4,297-62.1% |