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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 | $43,430 | $48,274-10.0% | $63,244-31.3% | $59,633-27.2% |
| Participation rate | 47.2% | 66.3%-19.1pp | 71.0%-23.8pp | 68.7%-21.4pp |
| Annual return | -3.31% | -240.79%+237.5pp | -70.31%+67.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,283 | $1,586-19.1% | $2,322-44.7% | $2,203-41.8% |
| Participant deferral / active EE | $2,294 | $2,343-2.1% | $2,953-22.3% | $3,192-28.1% |
| Admin fee / account holder | $2,200 | $3,600-38.9% | $5,893-62.7% | $4,297-48.8% |