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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 | $74,496 | $67,823+9.8% | $52,425+42.1% | $137,256-45.7% |
| Participation rate | 52.9% | 63.9%-11.0pp | 55.6%-2.7pp | 80.0%-27.0pp |
| Annual return | -12.38% | 219.11%-231.5pp | 302.12%-314.5pp | 220.34%-232.7pp |
| Employer contribution / active EE | $1,031 | $1,163-11.3% | $914+12.8% | $4,156-75.2% |
| Participant deferral / active EE | $3,488 | $2,288+52.5% | $1,790+94.8% | $6,407-45.6% |
| Admin fee / account holder | $656 | $2,844-76.9% | $2,495-73.7% | $12,270-94.7% |