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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 | $58,511 | $22,602+158.9% | $65,583-10.8% | $75,177-22.2% |
| Participation rate | 40.3% | 63.1%-22.8pp | 65.0%-24.7pp | 67.2%-26.9pp |
| Annual return | -16.10% | 71.13%-87.2pp | 47.46%-63.6pp | 160.75%-176.8pp |
| Employer contribution / active EE | $1,165 | $941+23.8% | $1,692-31.2% | $2,671-56.4% |
| Participant deferral / active EE | $1,974 | $1,695+16.5% | $2,833-30.3% | $4,126-52.2% |
| Admin fee / account holder | $10,935 | $1,877+482.5% | $4,112+165.9% | $5,651+93.5% |