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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 | $41,959 | $52,519-20.1% | $155,789-73.1% | $59,633-29.6% |
| Participation rate | 38.9% | 61.7%-22.8pp | 76.1%-37.2pp | 68.7%-29.8pp |
| Annual return | -3.15% | 53.51%-56.7pp | 71.54%-74.7pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,762 | $1,589+10.8% | $3,839-54.1% | $2,203-20.0% |
| Participant deferral / active EE | $3,442 | $3,084+11.6% | $4,798-28.3% | $3,192+7.8% |
| Admin fee / account holder | $4,059 | $3,540+14.7% | $7,477-45.7% | $4,297-5.5% |