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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 | $26,502 | $45,566-41.8% | $64,105-58.7% | $59,633-55.6% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -6.32% | 4.95%-11.3pp | 791.24%-797.6pp | 2041.40%-2047.7pp |
| Employer contribution / active EE | $1,034 | $934+10.6% | $1,820-43.2% | $2,203-53.1% |
| Participant deferral / active EE | $2,057 | $2,0570% | $2,822-27.1% | $3,192-35.6% |
| Admin fee / account holder | $5,432 | $3,268+66.2% | $4,499+20.7% | $4,297+26.4% |