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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 | $21,049 | $45,566-53.8% | $64,105-67.2% | $59,633-64.7% |
| Participation rate | 62.5% | 60.2%+2.3pp | 68.2%-5.7pp | 68.7%-6.2pp |
| Annual return | -4.81% | 4.95%-9.8pp | 791.24%-796.0pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,042 | $934+11.5% | $1,820-42.8% | $2,203-52.7% |
| Participant deferral / active EE | $3,431 | $2,057+66.8% | $2,822+21.6% | $3,192+7.5% |
| Admin fee / account holder | $1,182 | $3,268-63.8% | $4,499-73.7% | $4,297-72.5% |