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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 | $47,838 | $39,245+21.9% | $64,105-25.4% | $52,331-8.6% |
| Participation rate | 47.5% | 58.2%-10.7pp | 68.2%-20.7pp | 68.1%-20.6pp |
| Annual return | -2.54% | 14.79%-17.3pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $658 | $736-10.7% | $1,820-63.9% | $1,882-65.0% |
| Participant deferral / active EE | $2,378 | $1,992+19.4% | $2,822-15.7% | $3,022-21.3% |
| Admin fee / account holder | $3,302 | $592+457.3% | $4,499-26.6% | $592+458.2% |