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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 | $59,198 | $43,730+35.4% | $121,220-51.2% | $64,173-7.8% |
| Participation rate | 27.7% | 58.3%-30.6pp | 71.8%-44.0pp | 69.6%-41.9pp |
| Annual return | -8.12% | 68.94%-77.1pp | 16.94%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $444 | $1,297-65.7% | $4,023-89.0% | $2,381-81.3% |
| Participant deferral / active EE | $1,134 | $2,281-50.3% | $3,345-66.1% | $3,470-67.3% |
| Admin fee / account holder | $636 | $3,502-81.9% | $5,021-87.3% | $4,887-87.0% |