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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 | $73,556 | $54,357+35.3% | $82,706-11.1% | $68,495+7.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -25.32% | -13.67%-11.6pp | 701.76%-727.1pp | -7.84%-17.5pp |
| Employer contribution / active EE | $725 | $2,218-67.3% | $3,007-75.9% | $2,596-72.1% |
| Participant deferral / active EE | $3,703 | $3,246+14.1% | $4,394-15.7% | $4,028-8.1% |
| Admin fee / account holder | $1,044 | $4,396-76.3% | $5,329-80.4% | $5,403-80.7% |