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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 | $41,052 | $72,404-43.3% | $110,243-62.8% | $64,173-36.0% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.8pp |
| Annual return | -9.18% | -6.29%-2.9pp | 314.76%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,960 | $2,282-14.1% | $3,827-48.8% | $2,381-17.7% |
| Participant deferral / active EE | $4,436 | $3,469+27.9% | $4,672-5.1% | $3,470+27.8% |
| Admin fee / account holder | $407 | $5,664-92.8% | $8,548-95.2% | $4,887-91.7% |