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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 | $41,934 | $112,131-62.6% | $95,964-56.3% | $158,982-73.6% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | -10.74% | 171.19%-181.9pp | 91.64%-102.4pp | 302.99%-313.7pp |
| Employer contribution / active EE | $646 | $3,199-79.8% | $2,541-74.6% | $4,763-86.4% |
| Participant deferral / active EE | $1,514 | $4,784-68.4% | $4,167-63.7% | $5,983-74.7% |
| Admin fee / account holder | $13,492 | $10,136+33.1% | $6,797+98.5% | $11,252+19.9% |