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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 | $58,697 | $27,632+112.4% | $61,452-4.5% | $68,486-14.3% |
| Participation rate | 13.5% | 39.5%-26.0pp | 52.6%-39.1pp | 67.9%-54.4pp |
| Annual return | -21.72% | -13.24%-8.5pp | 338.96%-360.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $687 | $696-1.2% | $1,160-40.7% | $2,597-73.5% |
| Participant deferral / active EE | $1,823 | $1,264+44.3% | $2,125-14.2% | $4,028-54.7% |
| Admin fee / account holder | $1,063 | $2,010-47.1% | $2,131-50.1% | $5,404-80.3% |