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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 | $77,140 | $47,977+60.8% | $154,108-49.9% | $56,289+37.0% |
| Participation rate | 63.9% | 66.2%-2.3pp | 83.0%-19.1pp | 69.9%-6.0pp |
| Annual return | -9.69% | 3.54%-13.2pp | 735.21%-744.9pp | -9.96%+0.3pp |
| Employer contribution / active EE | $3,396 | $2,169+56.6% | $5,298-35.9% | $2,111+60.8% |
| Participant deferral / active EE | $6,382 | $2,392+166.8% | $5,081+25.6% | $3,350+90.5% |
| Admin fee / account holder | $709 | $438+61.8% | $13,411-94.7% | $521+36.1% |