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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 | $53,981 | $45,566+18.5% | $64,105-15.8% | $59,633-9.5% |
| Participation rate | 68.6% | 60.2%+8.4pp | 68.2%+0.4pp | 68.7%-0.1pp |
| Annual return | -5.14% | 4.95%-10.1pp | 791.24%-796.4pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $747 | $934-20.0% | $1,820-58.9% | $2,203-66.1% |
| Participant deferral / active EE | $1,989 | $2,057-3.3% | $2,822-29.5% | $3,192-37.7% |
| Admin fee / account holder | $3,382 | $3,268+3.5% | $4,499-24.8% | $4,297-21.3% |