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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 | $51,905 | $44,103+17.7% | $75,826-31.5% | $64,181-19.1% |
| Participation rate | 41.9% | 62.7%-20.8pp | 68.2%-26.3pp | 69.6%-27.6pp |
| Annual return | -10.16% | -4.72%-5.4pp | 1914.15%-1924.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $867 | $1,446-40.1% | $1,913-54.7% | $2,381-63.6% |
| Participant deferral / active EE | $1,879 | $2,204-14.7% | $2,862-34.3% | $3,470-45.8% |
| Admin fee / account holder | $636 | $3,506-81.8% | $4,726-86.5% | $4,887-87.0% |