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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 | $69,462 | $54,370+27.8% | $82,763-16.1% | $68,490+1.4% |
| Participation rate | 45.2% | 63.9%-18.8pp | 72.6%-27.4pp | 67.9%-22.7pp |
| Annual return | -19.69% | -13.67%-6.0pp | 702.45%-722.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $760 | $2,219-65.8% | $3,008-74.7% | $2,597-70.7% |
| Participant deferral / active EE | $2,916 | $3,247-10.2% | $4,395-33.7% | $4,028-27.6% |
| Admin fee / account holder | $1,714 | $4,398-61.0% | $5,325-67.8% | $5,403-68.3% |