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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 | $34,149 | $45,566-25.1% | $64,105-46.7% | $59,633-42.7% |
| Participation rate | 68.3% | 60.2%+8.1pp | 68.2%+0.1pp | 68.7%-0.4pp |
| Annual return | -4.65% | 4.95%-9.6pp | 791.24%-795.9pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $336 | $934-64.0% | $1,820-81.5% | $2,203-84.7% |
| Participant deferral / active EE | $1,352 | $2,057-34.3% | $2,822-52.1% | $3,192-57.6% |
| Admin fee / account holder | $2,351 | $3,268-28.1% | $4,499-47.8% | $4,297-45.3% |