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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 | $72,750 | $108,212-32.8% | $77,513-6.1% | $158,966-54.2% |
| Participation rate | 68.4% | 64.4%+4.0pp | 54.2%+14.2pp | 82.0%-13.5pp |
| Annual return | -27.10% | 31.67%-58.8pp | 54.81%-81.9pp | 302.95%-330.1pp |
| Employer contribution / active EE | $766 | $1,325-42.2% | $987-22.3% | $4,762-83.9% |
| Participant deferral / active EE | $1,010 | $2,455-58.9% | $1,861-45.7% | $5,983-83.1% |
| Admin fee / account holder | $304 | $3,709-91.8% | $2,859-89.4% | $11,250-97.3% |