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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 | $54,669 | $45,566+20.0% | $64,105-14.7% | $59,633-8.3% |
| Participation rate | 39.7% | 60.2%-20.4pp | 68.2%-28.4pp | 68.7%-28.9pp |
| Annual return | -4.75% | 4.95%-9.7pp | 791.24%-796.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $526 | $934-43.6% | $1,820-71.1% | $2,203-76.1% |
| Participant deferral / active EE | $1,142 | $2,057-44.5% | $2,822-59.5% | $3,192-64.2% |
| Admin fee / account holder | $1,561 | $3,268-52.2% | $4,499-65.3% | $4,297-63.7% |