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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 | $46,385 | $45,566+1.8% | $64,105-27.6% | $59,633-22.2% |
| Participation rate | 43.8% | 60.2%-16.3pp | 68.2%-24.3pp | 68.7%-24.8pp |
| Annual return | -4.85% | 4.95%-9.8pp | 791.24%-796.1pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $359 | $934-61.6% | $1,820-80.3% | $2,203-83.7% |
| Participant deferral / active EE | $2,049 | $2,057-0.4% | $2,822-27.4% | $3,192-35.8% |
| Admin fee / account holder | $4,008 | $3,268+22.7% | $4,499-10.9% | $4,297-6.7% |