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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 | $31,383 | $52,519-40.2% | $155,789-79.9% | $59,633-47.4% |
| Participation rate | 64.5% | 61.7%+2.8pp | 76.1%-11.6pp | 68.7%-4.2pp |
| Annual return | -4.40% | 53.51%-57.9pp | 71.54%-75.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,848 | $1,589+16.3% | $3,839-51.9% | $2,203-16.1% |
| Participant deferral / active EE | $3,916 | $3,084+27.0% | $4,798-18.4% | $3,192+22.7% |
| Admin fee / account holder | $1,948 | $3,540-45.0% | $7,477-73.9% | $4,297-54.7% |