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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 | $48,321 | $32,117+50.5% | $71,086-32.0% | $64,181-24.7% |
| Participation rate | 7.7% | 42.7%-35.0pp | 54.7%-47.0pp | 69.6%-61.9pp |
| Annual return | -13.87% | -5.57%-8.3pp | 650.59%-664.5pp | 7.63%-21.5pp |
| Employer contribution / active EE | $239 | $712-66.5% | $1,088-78.0% | $2,381-90.0% |
| Participant deferral / active EE | $1,540 | $1,263+22.0% | $1,874-17.8% | $3,470-55.6% |
| Admin fee / account holder | $1,227 | $2,759-55.5% | $3,082-60.2% | $4,887-74.9% |