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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 | $34,234 | $39,798-14.0% | $67,711-49.4% | $59,632-42.6% |
| Participation rate | 52.3% | 57.4%-5.1pp | 67.5%-15.2pp | 68.7%-16.4pp |
| Annual return | -3.42% | 89.94%-93.4pp | 25.41%-28.8pp | 2041.32%-2044.7pp |
| Employer contribution / active EE | $1,770 | $1,393+27.1% | $2,559-30.8% | $2,203-19.6% |
| Participant deferral / active EE | $4,929 | $2,335+111.1% | $3,585+37.5% | $3,192+54.4% |
| Admin fee / account holder | $3,992 | $3,212+24.3% | $4,255-6.2% | $4,297-7.1% |