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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 | $68,648 | $57,350+19.7% | $83,850-18.1% | $64,181+7.0% |
| Participation rate | 14.8% | 68.6%-53.8pp | 76.1%-61.4pp | 69.6%-54.8pp |
| Annual return | -9.52% | 11.38%-20.9pp | 850.92%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $717 | $2,545-71.8% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $1,524 | $2,993-49.1% | $4,082-62.7% | $3,470-56.1% |
| Admin fee / account holder | $1,535 | $4,046-62.1% | $5,478-72.0% | $4,887-68.6% |