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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 | $33,668 | $39,245-14.2% | $64,105-47.5% | $52,331-35.7% |
| Participation rate | 56.1% | 58.2%-2.2pp | 68.2%-12.1pp | 68.1%-12.0pp |
| Annual return | -3.83% | 14.79%-18.6pp | 791.24%-795.1pp | 4.54%-8.4pp |
| Employer contribution / active EE | $1,344 | $736+82.5% | $1,820-26.2% | $1,882-28.6% |
| Participant deferral / active EE | $2,842 | $1,992+42.7% | $2,822+0.7% | $3,022-6.0% |
| Admin fee / account holder | $1,128 | $592+90.4% | $4,499-74.9% | $592+90.7% |