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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 | $41,215 | $75,832-45.7% | $147,617-72.1% | $59,633-30.9% |
| Participation rate | 68.9% | 71.6%-2.7pp | 84.6%-15.8pp | 68.7%+0.2pp |
| Annual return | -3.03% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $656 | $3,485-81.2% | $5,564-88.2% | $2,203-70.2% |
| Participant deferral / active EE | $2,699 | $3,131-13.8% | $4,895-44.9% | $3,192-15.4% |
| Admin fee / account holder | $3,447 | $5,986-42.4% | $11,612-70.3% | $4,297-19.8% |