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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 | $36,491 | $39,798-8.3% | $67,704-46.1% | $59,633-38.8% |
| Participation rate | 55.4% | 57.4%-2.0pp | 67.5%-12.2pp | 68.7%-13.3pp |
| Annual return | -4.53% | 89.94%-94.5pp | 25.41%-29.9pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $954 | $1,393-31.5% | $2,559-62.7% | $2,203-56.7% |
| Participant deferral / active EE | $1,953 | $2,335-16.4% | $3,585-45.5% | $3,192-38.8% |
| Admin fee / account holder | $867 | $3,212-73.0% | $4,255-79.6% | $4,297-79.8% |