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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 | $54,310 | $39,245+38.4% | $64,105-15.3% | $52,331+3.8% |
| Participation rate | 43.7% | 58.2%-14.5pp | 68.2%-24.5pp | 68.1%-24.4pp |
| Annual return | -3.09% | 14.79%-17.9pp | 791.24%-794.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,004 | $736+36.3% | $1,820-44.9% | $1,882-46.7% |
| Participant deferral / active EE | $1,958 | $1,992-1.7% | $2,822-30.6% | $3,022-35.2% |
| Admin fee / account holder | $8,301 | $592+1301.0% | $4,499+84.5% | $592+1303.2% |