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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 | $64,811 | $43,423+49.3% | $78,676-17.6% | $55,167+17.5% |
| Participation rate | 60.0% | 68.0%-8.0pp | 73.6%-13.6pp | 69.0%-9.0pp |
| Annual return | -0.36% | 11.53%-11.9pp | 62.19%-62.5pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,238 | $1,997-38.0% | $2,850-56.5% | $1,963-36.9% |
| Participant deferral / active EE | $2,778 | $2,509+10.7% | $3,517-21.0% | $3,054-9.0% |
| Admin fee / account holder | $622 | $416+49.6% | $4,510-86.2% | $504+23.5% |