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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 | $56,925 | $57,352-0.7% | $83,830-32.1% | $64,173-11.3% |
| Participation rate | 36.4% | 68.6%-32.2pp | 76.1%-39.8pp | 69.6%-33.2pp |
| Annual return | -10.52% | 11.38%-21.9pp | 850.97%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,035 | $2,546-59.3% | $3,631-71.5% | $2,381-56.5% |
| Participant deferral / active EE | $2,159 | $2,993-27.9% | $4,082-47.1% | $3,470-37.8% |
| Admin fee / account holder | $4,832 | $4,046+19.4% | $5,479-11.8% | $4,887-1.1% |