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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 | $46,941 | $45,566+3.0% | $64,105-26.8% | $59,633-21.3% |
| Participation rate | 42.0% | 60.2%-18.2pp | 68.2%-26.2pp | 68.7%-26.7pp |
| Annual return | -3.89% | 4.95%-8.8pp | 791.24%-795.1pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,129 | $934+20.9% | $1,820-37.9% | $2,203-48.7% |
| Participant deferral / active EE | $3,096 | $2,057+50.5% | $2,822+9.7% | $3,192-3.0% |
| Admin fee / account holder | $1,473 | $3,268-54.9% | $4,499-67.3% | $4,297-65.7% |