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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 | $44,636 | $39,798+12.2% | $67,704-34.1% | $59,633-25.1% |
| Participation rate | 37.5% | 57.4%-19.9pp | 67.5%-30.0pp | 68.7%-31.2pp |
| Annual return | -5.84% | 89.94%-95.8pp | 25.41%-31.3pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $576 | $1,393-58.6% | $2,559-77.5% | $2,203-73.8% |
| Participant deferral / active EE | $3,411 | $2,335+46.1% | $3,585-4.9% | $3,192+6.9% |
| Admin fee / account holder | $3,109 | $3,212-3.2% | $4,255-26.9% | $4,297-27.6% |