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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 | $72,633 | $57,352+26.6% | $83,830-13.4% | $64,173+13.2% |
| Participation rate | 37.3% | 68.6%-31.4pp | 76.1%-38.9pp | 69.6%-32.3pp |
| Annual return | -9.22% | 11.38%-20.6pp | 850.97%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,058 | $2,546-58.4% | $3,631-70.9% | $2,381-55.6% |
| Participant deferral / active EE | $3,069 | $2,993+2.5% | $4,082-24.8% | $3,470-11.5% |
| Admin fee / account holder | $3,824 | $4,046-5.5% | $5,479-30.2% | $4,887-21.8% |