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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 | $61,046 | $45,566+34.0% | $64,105-4.8% | $59,633+2.4% |
| Participation rate | 55.9% | 60.2%-4.3pp | 68.2%-12.3pp | 68.7%-12.8pp |
| Annual return | -5.31% | 4.95%-10.3pp | 791.24%-796.6pp | 2041.40%-2046.7pp |
| Employer contribution / active EE | $1,376 | $934+47.3% | $1,820-24.4% | $2,203-37.6% |
| Participant deferral / active EE | $2,621 | $2,057+27.4% | $2,822-7.1% | $3,192-17.9% |
| Admin fee / account holder | $7,664 | $3,268+134.6% | $4,499+70.3% | $4,297+78.4% |