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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 | $44,083 | $48,053-8.3% | $84,628-47.9% | $72,975-39.6% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | -0.78% | 37.39%-38.2pp | 258.80%-259.6pp | 81.01%-81.8pp |
| Employer contribution / active EE | $1,651 | $1,602+3.1% | $2,653-37.8% | $2,440-32.3% |
| Participant deferral / active EE | $3,515 | $2,681+31.1% | $3,900-9.9% | $3,608-2.6% |
| Admin fee / account holder | $558 | $3,395-83.6% | $4,914-88.6% | $5,124-89.1% |