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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 | $38,717 | $39,798-2.7% | $67,704-42.8% | $59,633-35.1% |
| Participation rate | 57.1% | 57.4%-0.2pp | 67.5%-10.4pp | 68.7%-11.5pp |
| Annual return | -3.18% | 89.94%-93.1pp | 25.41%-28.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,519 | $1,393+9.0% | $2,559-40.7% | $2,203-31.0% |
| Participant deferral / active EE | $4,188 | $2,335+79.4% | $3,585+16.8% | $3,192+31.2% |
| Admin fee / account holder | $1,298 | $3,212-59.6% | $4,255-69.5% | $4,297-69.8% |