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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 | $81,253 | $58,258+39.5% | $81,820-0.7% | $80,925+0.4% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.4%-25.7pp | 67.7%-21.0pp |
| Annual return | -11.24% | 41.76%-53.0pp | 777.93%-789.2pp | 35.65%-46.9pp |
| Employer contribution / active EE | $904 | $2,345-61.5% | $2,915-69.0% | $2,756-67.2% |
| Participant deferral / active EE | $1,537 | $3,284-53.2% | $4,323-64.4% | $4,299-64.2% |
| Admin fee / account holder | $5,212 | $4,976+4.7% | $7,391-29.5% | $6,940-24.9% |