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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 | $40,925 | $45,566-10.2% | $64,105-36.2% | $59,633-31.4% |
| Participation rate | 45.9% | 60.2%-14.2pp | 68.2%-22.2pp | 68.7%-22.7pp |
| Annual return | -3.43% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $848 | $934-9.2% | $1,820-53.4% | $2,203-61.5% |
| Participant deferral / active EE | $2,375 | $2,057+15.5% | $2,822-15.8% | $3,192-25.6% |
| Admin fee / account holder | $976 | $3,268-70.1% | $4,499-78.3% | $4,297-77.3% |