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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 | $32,930 | $45,566-27.7% | $64,105-48.6% | $59,633-44.8% |
| Participation rate | 58.8% | 60.2%-1.3pp | 68.2%-9.3pp | 68.7%-9.8pp |
| Annual return | -7.00% | 4.95%-12.0pp | 791.24%-798.2pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $431 | $934-53.8% | $1,820-76.3% | $2,203-80.4% |
| Participant deferral / active EE | $2,139 | $2,057+4.0% | $2,822-24.2% | $3,192-33.0% |
| Admin fee / account holder | $2,543 | $3,268-22.2% | $4,499-43.5% | $4,297-40.8% |