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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 | $42,050 | $54,353-22.6% | $82,726-49.2% | $68,498-38.6% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -23.87% | -13.67%-10.2pp | 701.33%-725.2pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,193 | $2,218-46.2% | $3,009-60.3% | $2,596-54.0% |
| Participant deferral / active EE | $2,536 | $3,246-21.9% | $4,394-42.3% | $4,027-37.0% |
| Admin fee / account holder | $4,012 | $4,396-8.7% | $5,328-24.7% | $5,403-25.7% |