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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 | $76,583 | $51,223+49.5% | $82,763-7.5% | $66,949+14.4% |
| Participation rate | 38.3% | 67.9%-29.6pp | 72.6%-34.3pp | 69.8%-31.6pp |
| Annual return | -19.56% | -9.85%-9.7pp | 702.45%-722.0pp | 1.57%-21.1pp |
| Employer contribution / active EE | $1,084 | $2,611-58.5% | $3,008-64.0% | $2,545-57.4% |
| Participant deferral / active EE | $1,920 | $3,460-44.5% | $4,395-56.3% | $4,239-54.7% |
| Admin fee / account holder | $3,272 | $415+687.5% | $5,325-38.6% | $594+451.2% |