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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 | $73,513 | $57,352+28.2% | $83,831-12.3% | $64,173+14.6% |
| Participation rate | 56.1% | 68.6%-12.5pp | 76.1%-20.0pp | 69.6%-13.5pp |
| Annual return | -9.79% | 11.38%-21.2pp | 850.99%-860.8pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,333 | $2,546-8.4% | $3,631-35.8% | $2,381-2.0% |
| Participant deferral / active EE | $4,574 | $2,993+52.8% | $4,082+12.0% | $3,470+31.8% |
| Admin fee / account holder | $936 | $4,046-76.9% | $5,479-82.9% | $4,887-80.9% |