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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 | $54,461 | $45,566+19.5% | $64,105-15.0% | $59,633-8.7% |
| Participation rate | 30.6% | 60.2%-29.6pp | 68.2%-37.6pp | 68.7%-38.1pp |
| Annual return | -4.41% | 4.95%-9.4pp | 791.24%-795.7pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,516 | $2,057-26.3% | $2,822-46.3% | $3,192-52.5% |
| Admin fee / account holder | $5,318 | $3,268+62.8% | $4,499+18.2% | $4,297+23.8% |