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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 | $62,132 | $49,177+26.3% | $79,467-21.8% | $64,173-3.2% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -8.77% | -1.16%-7.6pp | 718.30%-727.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $448 | $2,076-78.4% | $2,800-84.0% | $2,381-81.2% |
| Participant deferral / active EE | $1,528 | $2,821-45.8% | $3,704-58.7% | $3,470-56.0% |
| Admin fee / account holder | $6,254 | $3,839+62.9% | $5,104+22.5% | $4,887+28.0% |