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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 | $65,061 | $82,133-20.8% | $147,318-55.8% | $64,097+1.5% |
| Participation rate | 37.6% | 62.3%-24.7pp | 82.1%-44.5pp | 55.2%-17.6pp |
| Annual return | -1.84% | 78.78%-80.6pp | 70.43%-72.3pp | 34.64%-36.5pp |
| Employer contribution / active EE | $1,487 | $2,872-48.2% | $4,593-67.6% | $1,891-21.4% |
| Participant deferral / active EE | $3,136 | $5,407-42.0% | $7,906-60.3% | $3,080+1.8% |
| Admin fee / account holder | $32,927 | $3,730+782.8% | $13,708+140.2% | $3,454+853.2% |