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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 | $45,606 | $45,566+0.1% | $64,105-28.9% | $59,633-23.5% |
| Participation rate | 48.8% | 60.2%-11.4pp | 68.2%-19.4pp | 68.7%-19.9pp |
| Annual return | -3.94% | 4.95%-8.9pp | 791.24%-795.2pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $618 | $934-33.8% | $1,820-66.0% | $2,203-71.9% |
| Participant deferral / active EE | $1,969 | $2,057-4.2% | $2,822-30.2% | $3,192-38.3% |
| Admin fee / account holder | $3,776 | $3,268+15.6% | $4,499-16.1% | $4,297-12.1% |