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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 | $50,420 | $45,152+11.7% | $73,836-31.7% | $59,633-15.4% |
| Participation rate | 43.6% | 64.0%-20.4pp | 73.4%-29.9pp | 68.7%-25.1pp |
| Annual return | -4.61% | 27.40%-32.0pp | 2268.06%-2272.7pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $178 | $1,901-90.6% | $2,787-93.6% | $2,203-91.9% |
| Participant deferral / active EE | $1,091 | $2,573-57.6% | $3,583-69.5% | $3,192-65.8% |
| Admin fee / account holder | $1,814 | $3,515-48.4% | $4,882-62.8% | $4,297-57.8% |