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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 | $58,311+39.3% | $81,882-0.8% | $80,959+0.4% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.4%-25.7pp | 67.7%-21.0pp |
| Annual return | -11.24% | 41.85%-53.1pp | 779.47%-790.7pp | 35.67%-46.9pp |
| Employer contribution / active EE | $904 | $2,347-61.5% | $2,916-69.0% | $2,757-67.2% |
| Participant deferral / active EE | $1,537 | $3,287-53.2% | $4,323-64.4% | $4,300-64.3% |
| Admin fee / account holder | $5,212 | $4,752+9.7% | $7,360-29.2% | $6,925-24.7% |