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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 | $51,730 | $57,352-9.8% | $83,831-38.3% | $64,173-19.4% |
| Participation rate | 56.6% | 68.6%-12.0pp | 76.1%-19.5pp | 69.6%-13.0pp |
| Annual return | -10.31% | 11.38%-21.7pp | 850.99%-861.3pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,187 | $2,546-53.4% | $3,631-67.3% | $2,381-50.2% |
| Participant deferral / active EE | $3,245 | $2,993+8.4% | $4,082-20.5% | $3,470-6.5% |
| Admin fee / account holder | $565 | $4,046-86.0% | $5,479-89.7% | $4,887-88.4% |