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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 | $64,711 | $57,352+12.8% | $83,831-22.8% | $64,173+0.8% |
| Participation rate | 31.0% | 68.6%-37.6pp | 76.1%-45.1pp | 69.6%-38.5pp |
| Annual return | -9.54% | 11.38%-20.9pp | 850.99%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $651 | $2,546-74.4% | $3,631-82.1% | $2,381-72.7% |
| Participant deferral / active EE | $3,784 | $2,993+26.4% | $4,082-7.3% | $3,470+9.1% |
| Admin fee / account holder | $347 | $4,046-91.4% | $5,479-93.7% | $4,887-92.9% |