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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 | $45,714 | $69,774-34.5% | $67,575-32.4% | $74,459-38.6% |
| Participation rate | 51.7% | 71.4%-19.7pp | 72.9%-21.2pp | 67.2%-15.6pp |
| Annual return | 10.21% | -40.53%+50.7pp | 3528.98%-3518.8pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,506 | $2,710-44.4% | $2,736-44.9% | $2,626-42.6% |
| Participant deferral / active EE | $2,059 | $3,636-43.4% | $4,003-48.6% | $4,350-52.7% |
| Admin fee / account holder | $1,586 | $890+78.2% | $3,993-60.3% | $1,945-18.5% |