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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 | $55,812 | $65,423-14.7% | $98,477-43.3% | $85,856-35.0% |
| Participation rate | 43.4% | 65.0%-21.6pp | 73.3%-29.9pp | 69.3%-25.9pp |
| Annual return | -5.50% | 21.76%-27.3pp | 1493.59%-1499.1pp | 318.58%-324.1pp |
| Employer contribution / active EE | $754 | $2,168-65.2% | $2,961-74.5% | $2,565-70.6% |
| Participant deferral / active EE | $2,634 | $3,167-16.8% | $4,276-38.4% | $3,952-33.3% |
| Admin fee / account holder | $12,209 | $4,594+165.8% | $5,951+105.2% | $6,261+95.0% |