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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 | $41,255 | $152,591-73.0% | $117,529-64.9% | $134,545-69.3% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -20.73% | 53.04%-73.8pp | 29.77%-50.5pp | 418.37%-439.1pp |
| Employer contribution / active EE | $848 | $5,576-84.8% | $4,179-79.7% | $4,742-82.1% |
| Participant deferral / active EE | $2,668 | $4,821-44.7% | $4,072-34.5% | $6,401-58.3% |
| Admin fee / account holder | $5,982 | $7,004-14.6% | $5,645+6.0% | $11,431-47.7% |