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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 | $76,601 | $95,975-20.2% | $74,549+2.8% | $135,379-43.4% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -10.20% | 56.96%-67.2pp | 32.53%-42.7pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,406 | $2,716-48.2% | $1,961-28.3% | $4,779-70.6% |
| Participant deferral / active EE | $7,028 | $3,844+82.9% | $3,108+126.1% | $5,609+25.3% |
| Admin fee / account holder | $765 | $6,522-88.3% | $5,059-84.9% | $10,828-92.9% |