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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 | $42,080 | $75,832-44.5% | $147,617-71.5% | $59,633-29.4% |
| Participation rate | 64.3% | 71.6%-7.3pp | 84.6%-20.3pp | 68.7%-4.4pp |
| Annual return | -3.65% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,952 | $3,485-44.0% | $5,564-64.9% | $2,203-11.4% |
| Participant deferral / active EE | $3,809 | $3,131+21.7% | $4,895-22.2% | $3,192+19.4% |
| Admin fee / account holder | $2,212 | $5,986-63.0% | $11,612-81.0% | $4,297-48.5% |