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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 | $38,741 | $39,798-2.7% | $67,704-42.8% | $59,633-35.0% |
| Participation rate | 51.4% | 57.4%-6.0pp | 67.5%-16.2pp | 68.7%-17.3pp |
| Annual return | -4.50% | 89.94%-94.4pp | 25.41%-29.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,288 | $1,393-7.6% | $2,559-49.7% | $2,203-41.5% |
| Participant deferral / active EE | $2,482 | $2,335+6.3% | $3,585-30.8% | $3,192-22.2% |
| Admin fee / account holder | $2,733 | $3,212-14.9% | $4,255-35.8% | $4,297-36.4% |